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Work Experience
N/A
Aug 2023 - Present · 1 years and 4 months
N/A
Apr 2023 - Aug 2023 · 4 months
N/A
Sep 2022 - Jun 2023 · 9 months
Company Details
Knowledge is the key to a successful financial future. Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. We pride ourselves in getting to know each client so that we can understand their individual needs and what matters most to them. This helps us recommend products and strategies designed to meet their current needs, and more importantly, their future needs. We are licensed to sell insurance in: AL, AZ, CO, CT, NM, OR, CA, DE, MA, MI,MD, MT, NC, NH, NJ, NY, PA, RI, SC, TX, VA, WV, DC. Securities Licensed in: AL, AZ, CA, DE, FL, CT, CO, OR, GA, HI, ID, IL, LA, MA, MD, MT, NC, NH, NM, NJ, NY, PA, SC, TX, VA, WA, WV, DC. We are registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, LLC, Inc., Member SIPC (www.SIPC.org). Metropolitan Wealth Advisors is not a subsidiary or affiliate of MML Investor Services, LLC, Inc., or its affiliated companies. Supervisory address; 11350 McCormick rd, Suite 200, Executive Plaza IV, Hunt Valley, MD 21031. (410)785-7564. James Lee CA Insurance license number 0C86528: domicile state, MD Mike Achatz CA Insurance license number 0K799448: domicile state, MD Mike Achatz AR 2848079: Insurance license number domicile state, MD Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investments.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
6811 Benjamin Franklin Dr Suite 160 Suite 160 Columbia, Maryland 21046, US
Keywords
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