Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Kathryn Sundvold is a registered representative with MML Investors Services, LLC and is licensed to offer securities and investment advisory services in Oklahoma and Texas. Anna has been in the securities industry for over 2 years and has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Anna also holds the Series 6TO and SIE licenses. Anna's professional experience includes working as a dance instructor and choreographer, and she holds a Bachelor of Science degree in Finance from Texas Christian University. Anna is committed to providing personalized financial advice and investment solutions to her clients.
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
TX
11/14/2023 - Present
MML Investors Services, LLC (DALLAS TX)
TX
08/03/2023 - 08/28/2023
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
IA
Issued 09/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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