PROFESSIONAL SPECIALTIES
Comprehensive Financial Planning
Retirement Planning
Estate Planning
Investment Services
Life, Disability Income, and Long Term Care Insurance
Business Succession Planning
Executive Compensation Design
Retirement Plan & Benefit Evaluation and Design
QUALIFICATIONS
Financial Services Associate - Wienken & Associates, 2004
Registered Representative - MML Investors Services, Inc., 2004
BS in Economics – Pennsylvania State University, 1986
FINRA Series 7 Registration, (General Securities)
FINRA Series 65 Registration, (Uniform Investment Adviser Law Examination)
LUTFC, CIC
Core Couses: Investment, Retirement Planning, Financial Decisions at Retirement, Estate Planning, Insurance and Financial Planning, and Income Tax Planning
National Association of Insurance & Financial Advisors
Member Million Dollar Round Table (MDRT), 2002,2004 & 2006
PERSONAL
D.O.B. – June 15, 1963
Married (Jeanne)
2 Children (Alex, Andrew)
Hobbies include golf and tennis
Email:bmotto@finsvcs.com
Brinton Motto is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Office: 100 Corporate Center Dr., #201, Camp Hill , PA 17011 (717) 763-7365
CRN201407-163022