Unclaimed
Denise Abi-fadel is a financial advisor with MML Investors Services, LLC. Denise is based in Miami, Florida, and has over 20 years of experience in the financial services industry. Denise is a Certified Financial Planner and holds Series 6, 7, and SIE licenses. Denise has experience working with individuals, corporations, businesses, high net worth individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and trusts and foundations.
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
FL
05/08/2017 - Present
MML Investors Services, LLC (Miami FL)
FL
06/25/2001 - 05/12/2017
VALIC FINANCIAL ADVISORS, INC. (MIAMI FL)
TX
06/25/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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