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Featured Business Financial Advisor in Salt Lake City, UT
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MassMutual Financial Group
6330 S 3000 E
Salt Lake City, UT 84121
Advisor Profile
Name:  Brandon Preece
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About MassMutual Financial Group

 

General Information

Foreign Languages Serviced:    French
CRD#:    5405766
States Licensed in:    UT, CA, NV, AK, CO, TX, AZ, MT, KS, NJ
Insurance License#:    407506
Work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:    Financial Planning for Individuals, Education Funding and Planning, 401K Rollovers, Insurance Planning
 

Services

Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:    Your Office, Phone, Our Office, Your Home
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability
 

Firm Information

Advisor's Number of Clients:    200
Advisor's Number of Planning Clients:    60
Advisor's Number of Managed Clients:    100
 

Compliance

Criminal Disclosures in Last 5 years:    Have a clean record
Compliance Disclosures in Last 5 years:    Have a clean record
Registered Investment Advisor:    Yes
Registered Representative:    Yes
Acknowledged fiduciary:    Yes
 

Compensation and Fees

Fee % Based on Assets:    1
Compensation Methods:    Based on Assets, Flat Fee
Minimum Portfolio Size for New Managed Accounts:    $25,000
Fee Structure:    Fee-Based
 
 
 
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