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Terry Hartnett

Advisor at Mass Mutual Investors Services

Updated today

Location

Dubois, PA 15801

Credentials

Series 63

Industry experience

40 years

About

Terry Hartnett is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 40 years of industry experience. He has worked with MetLife Securities Inc. since 1986 and has been with Mass Mutual Investors Services since 2017. Hartnett is also involved in the sale of life insurance and fixed insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative annual planning engagements using firm-approved analytical tools.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

150 West Dubois Avenue, Suite H

Dubois, PA 15801

Most active in

Pennsylvania · Texas

Work history

Mass Mutual Investors Services

2017 - Present (9 years)

Massachusetts Mutual Life Insurance Company

2016 - Present (10 years)

MetLife Securities Inc.

1986 - Present (40 years)

Metropolitan Life Insurance Company

1982 - Present (44 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dubois, PA

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Du Bois, PA

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