Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Krueger is a financial advisor with MML Investors Services, LLC. Bernadette has been in the industry since 1991 and has a wide range of experience in the financial services field. Bernadette holds the Series 6, 7, and 63 licenses. Bernadette is a Chartered Financial Consultant. The firm's office is located at 400 Meridian Centre, Suite 315 in Rochester, NY.
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
04/21/2021 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
04/15/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
FL
04/15/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BONITA SPRINGS FL)
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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