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Adam C
Series 63
New York, NY
Mass Mutual Investors Services
Adam Cherney is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 license and 23 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he owns and manages Arc Capital Consulting, LLC, which handles financial and tax obligations, and Clarney Holdings, LLC, involved in property management in Florida. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.
George K
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
George Koroghlian is a financial advisor with MassMutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1993. Outside of his advisory role, he serves as CEO of Lee, Nolan & Koroghlian LLC, where he oversees operations and supports agents in life and health insurance. MassMutual 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 seminars, focusing on collaborative, goal-oriented planning using proprietary software and generally recommending investment categories rather than specific products.
Jared F
Series 63
New York, NY
Mass Mutual Investors Services
Jared Finkelstein is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He has held his position at MML Investors Services Inc. since 2004. Outside of his advisory role, Jared is involved in sales for individual and group life and health insurance through Inspired Wealth Strategies. MassMutual 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 seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.
Philip K
ChFC®, Series 63
New York, NY
Mass Mutual Investors Services
Philip Kaplan is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including 29 years with MML Investors Services, Inc. In addition to his advisory role, he is involved in the sale of individual life, health, group life, group health, disability income, long-term care insurance, and fixed annuities. 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, wrap programs, money-manager services, and educational seminars.
Vasilios R
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Vasilios Roussos is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at firms including J.P. Morgan Securities, Northwestern Mutual, and National Securities Corporation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers a range of planning programs including recent additions in divorce planning and event-driven strategies.
Paskalis M
Series 66
New York, NY
Mass Mutual Investors Services
Paskalis Makriannis is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and 24 years of industry experience. He previously worked at Equitable Advisors for 24 years. Outside of his advisory role, Makriannis is also active as an insurance broker specializing in life insurance. Mass Mutual 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 using detailed client information and firm-approved analytical tools to deliver written recommendations.
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