Unclaimed
Amy Longenbaugh is a registered representative with MML Investors Services, LLC. Amy has been in the financial services industry since February 2002 and has been registered with the firm since January 2002. Amy holds Series 6, 7, 63, and 65 securities licenses. Amy's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Amy is also licensed to sell insurance in multiple states.
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
IL
03/07/2022 - Present
MML Investors Services, LLC (CHICAGO IL)
IA
Issued 07/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Longenbaugh is the right advisor for you? Invested Better is here to help.