Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Renee Flick is a registered investment advisor representative at MML Investors Services, LLC. Charlene has been in the securities industry since October 2016. Charlene's firm is headquartered in Springfield, Massachusetts, and has approximately 5628 licensed agents and 7130 registered representatives. Charlene's firm offers a wide range of investment advisory services, including financial planning, portfolio management, and selection of other advisors. Charlene's firm manages assets for a variety of client types, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Charlene holds a Series 6, Series 63, and Series 65 license. She is registered with the states of Pennsylvania and New Jersey.
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
09/29/2022 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
10/19/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
IA
Issued 09/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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