Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Erath is a financial advisor currently registered with MML Investors Services, LLC. Alexandra has been in the industry since 2012. She is a Series 6, 7, and 63 licensed professional, with a strong focus on providing financial planning and investment advice to individual clients and small businesses. Alexandra is committed to helping her clients achieve their financial goals by providing personalized strategies and guidance. She has a thorough understanding of investment products and services, including insurance, retirement planning, and estate planning. In addition to her role at MML Investors Services, Alexandra has experience working with other financial firms, including New England Securities, MSI Financial Services, Inc. and MetLife Securities Inc., and has a strong commitment to providing exceptional customer service.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (NORWICH NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NORWICH NY)
NY
11/21/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NORWICH NY)
BC
Issued 09/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexandra Erath is the right advisor for you? Invested Better is here to help.
