Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Allen is a financial advisor with MML Investors Services, LLC, a registered investment advisor located in Springfield, MA. Christy Allen's experience in the financial services industry dates back to July 24, 2005. Christy Allen holds Series 6, Series 63, and SIE licenses and is registered in Alabama. Christy Allen has previously worked with Northwestern Mutual Investment Services, LLC, UBS Financial Services Inc., Ameritas Investment Corp., and The Advisors Group, Inc. Christy Allen specializes in several areas including retirement planning, investment management, and college savings.
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
AL
04/26/2016 - Present
MML Investors Services, LLC (Birmingham AL)
AL
04/22/2010 - 05/06/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BIRMINGHAM AL)
AL
08/16/2007 - 10/28/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
AL
10/31/2003 - 08/23/2007
AMERITAS INVESTMENT CORP. (BIRMINGHAM AL)
MD
02/11/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 08/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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