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Brandi Marie Palomo is a financial advisor with MML Investors Services, LLC. Brandi has been in the financial industry since August 2016. Brandi holds the Series 63, Series 65, Series 4, Series 24, Series 27, Series 52TO, Series 53, and Series 7TO licenses. Brandi is also registered as an investment advisor representative in Arizona. In addition to her financial services career, Brandi is also the owner of Ember Sky Publishing, a book publishing company. Brandi provides financial planning, pension consulting, educational seminars, and asset allocation programs 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
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2
MA
03/20/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
IA
Issued 03/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/13/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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