Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betsy? Claim Your ProfileBetsy Ann Mullan is a financial advisor with over 20 years of experience in the financial services industry. Betsy Ann has been registered with MML Investors Services, LLC since 2017. Betsy Ann specializes in providing financial advice to a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Betsy Ann's previous experience includes roles with MSI Financial Services, Inc., MetLife Investors Distribution Company, New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Citigroup Global Markets Inc., and Datek Online Brokerage Services LLC. Betsy Ann is a graduate of the University of Massachusetts Amherst.
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
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NJ
06/07/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NY
01/07/2016 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NJ
06/27/2007 - 01/02/2015
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
06/27/2007 - 02/04/2011
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
06/27/2007 - 02/04/2011
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
09/05/2006 - 06/21/2007
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
09/27/2005 - 08/31/2006
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
05/10/2005 - 08/31/2006
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
05/10/2005 - 08/31/2006
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
04/29/2005 - 08/31/2006
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
04/29/2005 - 08/31/2006
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
07/16/2002 - 04/15/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NE
07/19/2001 - 07/12/2002
ICLEARING LLC (OMAHA NE)
NE
07/07/2000 - 06/20/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
IA
Issued 02/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/08/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 08/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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