Unclaimed
Amy Jamrog is a financial advisor with MML Investors Services, LLC. She has been in the industry since 1997 and holds both Series 6 and Series 7 licenses. Amy is a Certified Financial Planner and a Chartered Financial Consultant. She is a strong advocate for financial planning and accountability. Amy provides financial advice to a variety of clients, including individuals, families, and businesses. She is passionate about helping her clients achieve their financial goals.
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
04/20/2021 - Present
MML Investors Services, LLC (Holyoke MA)
MA
06/08/1999 - 06/14/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Holyoke MA)
WI
06/08/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
02/20/1997 - 05/20/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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