Be advised. This firm is no longer registered.

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 31 top financial advisors.
1
Joel R. Almquist
CRD#: 5281884
Pasadena, CA 91101
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.
2
Carlton E. Anderson
CRD#: 2946790
Stamford, CT 06905

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.

3
Robert S. Berman
CRD#: 5499720
Boston, MA 02116

Robert Berman (CRD# 5499720) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Boston, MA and has over 11 years of experience in the finance industry.

4
Darren C. Blanchard
CRD#: 3110353
Vancouver, WA 98683

Darren Blanchard (CRD# 3110353) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Vancouver, WA and has over 18 years of experience in the finance industry.

5
Andre Dawkins
CRD#: 4585817
Virginia Beach, VA 23462

Andre Dawkins (CRD# 4585817) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Virginia Beach, VA and has over 5 years of experience in the finance industry.

6
Gary Dionne
CRD#: 2384646
Laconia, NH 03246

Gary Dionne (CRD# 2384646) is an Investment Advisor Representative working at Metlife Securities Inc. in Laconia, NH and has over 22 years of experience in the finance industry.

7
Brandon G. Friday
CRD#: 5567890
Philadelphia, PA 19103

Brandon Friday (CRD# 5567890) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Philadelphia, PA and has over 10 years of experience in the finance industry.

8
Kyle M. Greenwell
CRD#: 6403304
Franklin, TN 37067

Kyle Greenwell (CRD# 6403304) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Franklin, TN and has over 4 years of experience in the finance industry.

9
Levi A. Haight
CRD#: 4743213
Fort Mill, SC 29715

Levi Haight (CRD# 4743213) is an Investment Advisor Representative working at LPL Financial in Spring Lake, MI and has over 11 years of experience in the finance industry.

10
Patrick M. Hanna
CRD#: 4634706
Atlanta, GA 30328
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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