Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Mancuso is a financial professional with over 20 years of experience in the industry. Currently, Erica works as a registered representative with MML Investors Services, LLC, a firm specializing in investment advisory services and portfolio management. Erica has a strong background in providing comprehensive financial guidance to a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. She holds a variety of licenses, including Series 6, 7, 24, 63, and SIE, demonstrating her commitment to ongoing professional development. Erica is dedicated to helping clients reach their financial goals through personalized financial planning, asset allocation programs, and investment management solutions.
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
06/17/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
01/18/2007 - 03/03/2008
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
RI
12/19/1997 - 07/25/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 05/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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