Unclaimed
Catherine Denise Dressel is a financial professional with experience in the industry since December 22, 2015. Catherine is currently registered with MML Investors Services, LLC and is licensed in 11 states. Catherine holds Series 6 and Series 63 licenses. Prior to joining MML Investors Services, LLC, Catherine was registered with NYLIFE Securities LLC. Catherine is a licensed securities professional specializing in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
RI
08/28/2020 - Present
MML Investors Services, LLC (WARWICK RI)
MA
12/23/2015 - 09/18/2020
NYLIFE SECURITIES LLC (WESTBOROUGH MA)
BC
Issued 10/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine Dressel is the right advisor for you? Invested Better is here to help.