Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Mills is a financial advisor at MML Investors Services, LLC, located in Springfield, MA. Beatriz has been in the financial industry since 1996. Beatriz is a Registered Representative of FINRA and holds the Series 4, 6, 7, 24, 52TO, 53, 63, 65, 66, 99TO and SIE licenses. Beatriz has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and trusts. Beatriz is a highly experienced financial advisor who can help you reach your 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
MA
04/12/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
SC
05/10/2019 - 04/10/2023
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/03/2018 - 04/26/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 07/20/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
02/04/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/17/2002 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NJ
07/05/2005 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
07/17/2002 - 09/06/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
05/17/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
05/17/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/03/2001 - 01/03/2002
ING FURMAN SELZ FINANCIAL SERVICES LLC (NEW YORK NY)
MA
03/12/1999 - 09/20/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/12/1999 - 09/20/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
02/11/1994 - 02/10/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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