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 Peck is a licensed and registered representative with MML Investors Services, LLC. Ann has been in the financial services industry since 2018 and has held previous positions with NYLIFE Securities LLC. Ann's current employment began in September of 2020 and is based out of their Rochester, New York office. Ann holds several licenses including Series 6, Series 63, and SIE. Ann's expertise includes investments, financial planning, and retirement planning. Ann is committed to providing her clients with personalized financial guidance and helping them 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
NY
09/29/2020 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
11/19/2018 - 09/10/2020
NYLIFE SECURITIES LLC (FAIRPORT NY)
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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