Unclaimed
Annissa Clayton is a registered representative with MML Investors Services, LLC in CHARLOTTE, NC. Annissa has been in the securities industry since January 4, 2021, and holds Series 63, Series 6TO, and SIE licenses. Annissa previously worked for PFS Investments Inc. in CORNELIUS, NC. Annissa is registered to sell securities in North Carolina.
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
NC
07/01/2022 - Present
MML Investors Services, LLC (CHARLOTTE NC)
NC
01/02/2021 - 06/27/2022
PFS INVESTMENTS INC. (CORNELIUS NC)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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