Msi Financial Services, Inc.

Msi Financial Services, Inc. (CRD# 14251) is a financial advisory firm headquartered in Springfield, MA. They manage $13,803,739,189 in 105,831 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,804
    MILLION
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Msi Financial Services, Inc.
Showing 1 - 10 of 2,787 top financial advisors.
1
Jeffrey M. Judge
CRD#: 5903701
8140 Corporate Drive, Suite 300, Baltimore, MD 21236
103
Wealthminder
score
Jeffrey Judge (CRD# 5903701) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry. Jeffrey Judge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Paul J. Montefiore Jr.
CRD#: 5570332
16 Campus Blvd , Newtown Square, PA 19073
103
Wealthminder
score

Paul Montefiore (CRD# 5570332) is an Investment Advisor Representative working at Metlife Securities Inc. in Newtown Square, PA and has over 7 years of experience in the finance industry.

3
Joel R. Almquist
CRD#: 5281884
150 South Los Robles Avenue, Suite 750, Pasadena, CA 91101
100
Wealthminder
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Joel Almquist (CRD# 5281884) is an Investment Advisor Representative working at Metlife Securities Inc. in Pasadena, CA and has over 8 years of experience in the finance industry.
4
Jonathan T. McKinzie
CRD#: 5954282
101 Erford Road, Suite 200, Camp Hill, PA 17011
100
Wealthminder
score

Jonathan McKinzie (CRD# 5954282) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Camp Hill, PA and has over 5 years of experience in the finance industry.

5
Micah R. Moscovis ChFC®, ChSNC™
CRD#: 4807670
102 Versailles Blvd Suite 808, Lafayette, LA 70501
100
Wealthminder
score

Micah Moscovis (CRD# 4807670) is an Investment Advisor Representative working at Metlife Securities Inc. in Lafayette, LA and has over 11 years of experience in the finance industry.

Micah Moscovis is a charterholder of the ChFC® and ChSNC™ which are issued by The American College of Financial Services in Bryn Mawr, Pennsylvania.  Micah Moscovis is qualified to prepare comprehensive financial plans.

Micah Moscovis is a tireless advocate for people with disabilities.  In addition to helping individuals and families that are affected by a disabilty plan for a secure financial future, he also educates local and state policymakers of the value of people with disabilites and the challenges of disabilities that can be mitigated by public assistance. Micah Moscovis feels strongly that a person with a disabilty flourishes when that person has family and community support.  Disabilities are a natural part of life and people affected by those disabilities should be valued members of society.

6
Matthew J. Rush
CRD#: 5259230
11601 Pleasant Ridge Rd, Suite 203, Little Rock, AR 72212
100
Wealthminder
score
Matthew Rush (CRD# 5259230) is an Investment Advisor Representative working at Metlife Securities Inc. in Little Rock, AR and has over 8 years of experience in the finance industry.
7
Bradford Valois
CRD#: 5918311
401 Wampanoag Trail, 1st Floor, E Providence, RI 02915
100
Wealthminder
score

Brad Valois (CRD# 5918311) is a Financial Advisor affiliated with Baystate Financial and Baystate Wealth Management located in Rhode Island.  He has over 5 years of experience in the securities and insurance industry. He is also enrolled in the Certified Financial Planner canidate program at Bryant University. 

When it comes to finding financial advice, you need wisdom and guidance. Most importantly, you want to ensure the advice you receive will address your greatest financial needs Now and in the Future. There are 8 common issues that affect every client at some time in their lives:

1) Investment Management 2) Cash Flow and Debt Management 3) Family Risk Management 4) Retirement Planning 5) Education Planning 6) Legacy and Estate Planning 7) Business Planning 8) Special Situations

Through Baystate Financial, I am provided the support and resources of a top tier firm to help you systematically address each of these key areas and tailor a plan to your unique needs. Most families are initially vulnerable in 2-3 of these issues.  To begin, we meet and eliminate the issues that do not apply to you and prioritize the remaining issues according to your individual needs. Then, together we can develop a consistent and disciplined approach that encompasses:

1) Thorough and unbiased financial blueprint
2) Product and Account solutions
3) Benchmarks for monitoring progress relative to your goal.
4) Periodic review because life is constantly evolving and family dynamics change which may prompt updates to your plan. The result is an ongoing client experience that is comprehensive, customized and flexible.

Securities, investment advisory services and financial planning offered through MSI Financial Services, Inc. (member SIPC) and a registered investment advisor. Supervisory office: 200 Clarendon St., 19th & 25th Floors, Boston, MA 02116;   Ph: 617-585-4500. Baystate Financial is not a subsidiary or affiliate of MSI Financial Services, Inc., or its affiliated companies. Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.

Member FINRA /  SIPC

 

8
Carlton E. Anderson
CRD#: 2946790
225 High Ridge Road East Bldg, 1st Floor, Stamford, CT 06905
98
Wealthminder
score

Carlton Anderson (CRD# 2946790) is an Investment Advisor Representative working at Metlife Securities Inc. in Stamford, CT and has over 20years of experience in the finance industry.

9
Brandon G. Friday
CRD#: 5567890
1818 Market Street, 23rd Floor, Philadelphia, PA 19103
98
Wealthminder
score

Brandon Friday (CRD# 5567890) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Philadelphia, PA and has over 8 years of experience in the finance industry.

10
Patrick M. Hanna
CRD#: 4634706
4 Concourse Pkwy 3rd Floor, Suite 300, Atlanta, GA 30328
98
Wealthminder
score
Patrick Hanna (CRD# 4634706) is an Investment Advisor Representative working at Metlife Securities Inc. in Atlanta, GA and has over 13 years of experience in the finance industry.
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