Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Keating is an investment advisor representative with MML Investors Services, LLC. Emily is licensed in Massachusetts and Texas. She is also registered with FINRA. Emily has over 3 years of experience in the financial services industry. Emily previously worked at MORGAN STANLEY and has worked in various roles including at UBS, Bentley University, MassMutual and Btone Fitness. Emily is a Series 66, SIE and Series 7 license holder. Emily's specializations include: Asset Allocation Programs, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
01/24/2020 - Present
MML Investors Services, LLC (Boston MA)
MA
08/12/2016 - 11/21/2019
MORGAN STANLEY (Norwell MA)
BOTH
Issued 10/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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