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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Johannessen is a financial advisor with MML Investors Services, LLC. Carolyn has been in the industry since 2008 and is registered with the state of Massachusetts. Carolyn holds Series 6, 26, and 63 securities licenses and has been working with MML Investors Services, LLC since 2017. Prior to this, Carolyn worked at MSI Financial Services, Inc. and New England Securities. Carolyn specializes in providing financial services to a variety of client types including individuals, businesses, trusts, foundations, endowments, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (SOUTHBOROUGH MA)
MA
01/18/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHBOROUGH MA)
MA
04/11/2014 - 01/02/2015
NEW ENGLAND SECURITIES (Southborough MA)
BC
Issued 12/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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