Claudio Gambin NetoCRD Number: 5752180
Current Firm: Mml Investors Services, LLC
Claudio Gambin Neto (CRD# 5752180) is an Investment Advisor Representative working at Mml Investors Services, LLC in Orlando, FL and has over 12 years of experience in the finance industry.
Merit Financial Advisors
Securian Financial Services, Inc.
Certified Advisory Corp
|Mml Investors Services||Orlando, FL||Dec 2019 - Current||3|
|Massmutual||Orlando, FL||Dec 2019 - Current||3|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Nov 2019||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Dec 2009 - Nov 2019||9|
|Northwestern Mutual Investment Services, LLC||Orlando, FL||Jan 2010 - Oct 2019||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management58,787MILLIONS
Total Number of Accounts326,297ACCOUNTS
Average Account Value$180,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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