Unclaimed
Alessandra Habib Nicolas is a financial professional with over 17 years of experience in the industry. Alessandra is currently registered with MML Investors Services, LLC and has previously held positions at AON Securities LLC, MetLife Investors Distribution Company, MetLife Securities, Inc., New England Securities, and PFS Investments Inc. Alessandra is licensed to provide securities and investment advisory services in multiple states. Alessandra specializes in providing financial advice to individuals, businesses, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
PA
01/19/2022 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
IL
11/29/2018 - 11/16/2021
AON SECURITIES LLC (CHICAGO IL)
PA
06/30/2016 - 02/07/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (WAYNE PA)
PA
02/18/2009 - 06/30/2016
METLIFE SECURITIES, INC (WAYNE PA)
PA
01/26/2004 - 01/30/2009
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
GA
12/08/2003 - 12/18/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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