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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Rochelle Mattera is a financial advisor with MML Investors Services, LLC. Catherine has been working in the financial industry since 2008 and has a broad range of experience. Catherine has experience working with a wide variety of clients, including individuals, corporations, businesses, trusts, and pension plans. Catherine is a licensed Series 7 and Series 66 Registered Representative. Catherine has also passed the Securities Industry Essentials Examination (SIE). Catherine is committed to providing her clients with comprehensive financial advice that meets their individual needs. Catherine works at the Wellesley, MA branch of MML Investors Services, LLC, which is located at 100 WILLIAM STREET, SUITE 300.
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
09/13/2019 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
03/14/2018 - 03/08/2019
TRIAD ADVISORS LLC (Westborough MA)
MA
04/24/2017 - 03/14/2018
SIGNATOR INVESTORS, INC. (WESTBOROUGH MA)
CA
01/27/2011 - 03/30/2017
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
11/06/2008 - 01/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
CA
01/02/2008 - 10/17/2008
SIGNATOR INVESTORS, INC. (IRVINE CA)
CA
10/08/2007 - 12/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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