Unclaimed
Carmella Stamm is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Carmella has been in the securities industry for 6 years, and has been registered with MML Investors Services, LLC since 2022. Previously, Carmella was associated with Lincoln Financial Securities Corporation and GWN Securities Inc. Carmella holds a Series 7TO, Series 6, Series 63, and Series 66 license. Carmella specializes in providing financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting. Carmella is also an insurance agent selling life, disability, fixed annuities, and long-term care insurance. Carmella is licensed in 22 states.
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
PA
01/17/2023 - Present
MML Investors Services, LLC (Pittsburgh PA)
PA
10/29/2018 - 10/04/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (BETHEL PARK PA)
PA
06/16/2016 - 12/31/2016
GWN SECURITIES INC. (WASHINGTON PA)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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