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Amy Rebecca Thaler

MML Strategic Distributors, LLC

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About Amy Rebecca Thaler

Amy Thaler is a financial professional with over 13 years of experience in the financial services industry. Amy currently works as a registered representative with MML Strategic Distributors, LLC in Boston, MA. Amy has a strong background in financial planning and investment management, with previous experience at firms including Brighthouse Securities, LLC, Northern Lights Distributors, LLC, Symetra Securities, Inc., Commonwealth Financial Network, and Signator Investors, Inc. Amy holds Series 6 and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Amy's focus is on providing personalized financial advice and investment strategies to help clients achieve their financial goals.

Firm Information

Amy Thaler is currently registered with MML Strategic Distributors, LLC. MML Strategic Distributors, LLC is a Limited Liability Company formed on June 7, 2013. The firm is registered in 52 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Amy Thaler’s Registration & Firm History

MA

10/19/2023 - Present

MML Strategic Distributors, LLC (Boston MA)

NC

02/11/2021 - 09/19/2023

BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)

NE

06/26/2018 - 03/15/2019

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

MA

02/19/2015 - 01/16/2018

SYMETRA SECURITIES, INC. (WALTHAM MA)

MA

11/04/2011 - 11/19/2014

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

MA

02/16/2010 - 10/31/2011

SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)

MA

05/23/2006 - 08/12/2008

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Rebecca Thaler.
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