Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie McGreevy-doria is a financial advisor who has been in the industry since 1994. Ann Marie is currently registered with MML Investors Services, LLC, and has been with the firm since March 2017. Previously, Ann Marie worked for MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Ann Marie is licensed to provide financial advice in Arizona, Florida, Maine, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Ann Marie is also a licensed insurance agent. Ann Marie has a specializations in asset allocation programs, financial planning, pension consulting, and educational seminars. Ann Marie's clients include individuals, businesses, trusts, foundations, endowments, insurance companies, charitable organizations, and pension and profit-sharing plans. Ann Marie has provided financial advice to over 350,000 clients and has over $72 billion in assets under management.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
01/15/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
01/15/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
MA
03/30/1994 - 11/29/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/30/1994 - 11/29/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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