Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Elizabeth O'Farrell is a financial advisor with MML Investors Services, LLC. She has been in the financial industry since 2002 and has a variety of experience. Amy Elizabeth O'Farrell holds the Series 6, 7, 24, 26, 51, 53, and 63 licenses and the SIE designation. Amy Elizabeth O'Farrell also has experience with MSI Financial Services, Inc., MetLife Investors Distribution Company, and New England Securities.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
04/27/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
07/18/2014 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
05/04/2011 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
FL
08/06/2009 - 04/19/2011
MML INVESTORS SERVICES, LLC (JACKSONVILLE FL)
MA
01/03/2002 - 07/22/2009
NEW ENGLAND SECURITIES (WORCESTER MA)
BC
Issued 06/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/06/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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