Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileAdvisors 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
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
11/19/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WESTBORO MA)
NY
01/23/2012 - 07/05/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
01/23/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/23/2012 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
01/23/2012 - 09/05/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
11/19/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
MO
08/24/2000 - 11/14/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
01/04/2000 - 06/30/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
07/29/1991 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 8/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/6/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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