Unclaimed
Brittani Morgan Long is a financial advisor at MML Investors Services, LLC. Brittani is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® professional. Brittani holds the Series 7TO, Series 6TO, Series 63, and Series 65 securities licenses as well as the Series 24 general securities principal qualification. Brittani has worked in the financial services industry since September 13, 2020.
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
GA
01/19/2021 - Present
MML Investors Services, LLC (ATLANTA GA)
IA
Issued 01/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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