Unclaimed
Angela Lynn Barney is an investment advisor representative at MML Investors Services, LLC, with over 20 years of experience in the financial services industry. Angela is registered in 15 states, including Ohio, Texas, California, and Florida, offering services to individuals, businesses, trusts, pension plans, and charitable organizations. Angela holds the Series 6, Series 26, and Series 63 licenses and is committed to providing comprehensive financial planning and portfolio management services to her clients. She offers educational seminars and assists clients with asset allocation programs, selection of other advisors, and retirement planning.
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
OH
01/17/2020 - Present
MML Investors Services, LLC (Toledo OH)
BC
Issued 05/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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