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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Sharpe is a financial advisor with MML Investors Services, LLC. Emily Sharpe is licensed to provide financial advice in 53 states and jurisdictions. Emily Sharpe has been in the industry since 2015 and has experience working with clients of all types, including individuals, businesses, and institutions. Emily Sharpe specializes in financial planning, portfolio management, and pension consulting. Emily Sharpe is also a registered principal with the firm.
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
03/25/2017 - Present
MML Investors Services, LLC (ORLANDO FL)
FL
04/07/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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