Unclaimed
Carmen Locascio is a Registered Representative with MML Investors Services, LLC in Allentown, PA. Carmen has been in the securities industry since April 1994. Carmen has passed the Series 6, Series 63, and SIE exams. Carmen is registered to sell securities in Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, Virginia, and Washington. Carmen also has a life and health insurance license in Pennsylvania. Carmen specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, and charitable organizations.
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
03/25/2017 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
04/28/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
04/28/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALLENTOWN PA)
BC
Issued 06/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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