Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Laurel Bordeau is a registered representative with MML Investors Services, LLC. Emily has been in the securities industry for over 14 years. She has a Series 7, Series 66, Series 24, and Series 53 license. Emily has held previous positions with Essex Financial Services, Inc. and Infinex Investments, Inc. Emily has specializations in insurance companies, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Emily is active in the community and is a yoga instructor.
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
10/02/2020 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
10/03/2017 - 10/24/2018
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
CT
01/14/2009 - 09/28/2017
INFINEX INVESTMENTS, INC. (MERIDEN CT)
BOTH
Issued 03/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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