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Chad L

Series 63, Series 65

Sanford, ME

Mass Mutual Investors Services

Chad Liston is a financial advisor with Mass Mutual Investors Services in Sanford, ME, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes 16 years at Metlife Securities, Inc. and over a decade with Mass Mutual entities. Outside of advisory work, he is involved as an agent in individual and group life 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, and educational seminars, structuring planning as annual, collaborative engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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