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Brandi Marie Palomo

MML Investors Services, LLC

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About Brandi Marie Palomo

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.

Firm Information

Brandi Palomo is currently registered with MML Investors Services, LLC. MML Investors Services, LLC is a Limited Liability Company headquartered in Springfield, MA, formed in January 2011. The firm is registered with the SEC and in 53 states. They provide a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and asset allocation programs. MML Investors Services, LLC manages over $72 billion in assets for individuals, high-net-worth individuals, corporations, trusts, foundations, charitable organizations, pension plans, and insurance companies.
MML Investors Services, LLC

1295 STATE STREET

SPRINGFIELD, MA 01111-0001

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Brandi Palomo’s Registration & Firm History

MA

03/20/2023 - Present

MML Investors Services, LLC (SPRINGFIELD MA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brandi Marie Palomo. Review regulatory record here.
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