Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Williams is a registered representative with MML Investors Services, LLC. Claire has been in the industry for over 9 years. Claire specializes in portfolio management, financial planning, and pension consulting. Claire is licensed in 18 states including Massachusetts, Rhode Island, Texas, and Florida. Claire is also registered with the Financial Industry Regulatory Authority (FINRA). Claire’s previous employment includes MSI Financial Services, Inc., and Northwestern Mutual Investment Services, LLC. Claire holds the Series 66, SIE, and Series 7 licenses.
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
01/06/2022 - Present
MML Investors Services, LLC (BOSTON MA)
MA
10/10/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
04/30/2014 - 10/13/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
BOTH
Issued 03/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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