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 Overcash is a financial advisor with MML Investors Services, LLC, a firm based in Springfield, MA. Ann has over 20 years of experience in the industry and has worked with a variety of clients, including individuals, businesses, and institutions. Ann is dedicated to helping clients achieve their financial goals and offers a range of services, including financial planning, portfolio management, and investment advice. She is committed to providing personalized service and working closely with her clients to develop customized financial plans. Ann is a Registered Representative and Investment Advisor Representative and holds Series 7, 63, 66, and 24 licenses. Ann also has a SIE certification. Ann's professional career began in 1999. Ann has held a variety of roles in the financial services industry, including positions with Regions Investment Company, Inc. and A.G. Edwards & Sons, Inc. Ann is a valuable resource for individuals and businesses looking to 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
SC
11/15/2013 - Present
MML Investors Services, LLC (CHAPIN SC)
MO
08/19/2003 - 01/14/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
08/30/2000 - 02/18/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AL
12/23/1999 - 06/20/2000
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 12/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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