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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 who holds a Series 63 designation and has 49 years of industry experience. He has worked with MassMutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1984. Outside of advisory services, he also acts as an agent in life insurance, group life, and fixed annuities. 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 comprehensive financial planning, asset management, and educational seminars, utilizing technology-driven tools and a collaborative approach to develop tailored client recommendations.
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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