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Welcome Financial Solutions Group

FMT Solutions is looking forward to working with investment advisors at Financial Solutions Group!  

​Prospective advisors must have a Series 65 or Series 66 and should have at least 5-10 years of experience with providing comprehensive retirement planning.  

How it works: FMT Solutions provides everything you need to teach retirement courses: instructors licensing, training on how to teach the courses, full service marketing campaigns, FINRA and MML reviewed and approved course materials, and RSVP service.

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First step, apply to become a Licensed Instructor. 

Key Contacts


sales@fmtsolutions.com 
503-766-2900



Carrie Serocki
​
Financial Solutions Group
Business Development Director





    Start Your Application Here:

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  • About
  • Advisors
  • Programs
  • Contact