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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Hlavacek is a financial advisor with MML Investors Services, LLC based in Wall Township, NJ. Donna has been in the industry since December 2004 and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Donna holds Series 6, 7, 63, and 65 licenses and has experience in various financial products and services, including securities, investment advisory, and insurance. Donna is also a registered representative of MML Investors Services, LLC, a Massachusetts-based firm that provides financial services to individuals, corporations, and institutions.
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
NJ
08/31/2020 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
12/16/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
12/16/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TINTON FALLS NJ)
BC
Issued 8/8/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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