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Mark H
Series 63
New Hartford, NY
Mass Mutual Investors Services
Mark Hodge is a financial advisor with MassMutual Investors Services, holding a Series 63 license and bringing 48 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has a long tenure with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1984. Outside of advisory roles, he is also an insurance agent specializing in life insurance, group life, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements supported by firm-approved analytical tools.
William M
Series 63
New Hartford, NY
Mass Mutual Investors Services
William Matteson is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 23 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2015. Outside his advisory role, he is an agent in health and group life insurance and co-manages a communal office space under a long-term lease agreement. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as collaborative annual relationships using firm-approved analytic tools to develop written recommendations while implementation remains optional and client-directed.
Jason C
Series 63, Series 65
New Hartford, NY
Mass Mutual Investors Services
Jason Champion is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Mass Mutual and its affiliated firms since 2005 and operates Champion Financial Services alongside his roles at these companies. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.
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