Unclaimed
Erin Singleton is a financial advisor with MML Investors Services, LLC. She is based in Rochester, NY, and has been working in the financial services industry since 2014. Erin specializes in providing a variety of financial products and services to individuals and businesses. Her focus is on helping clients reach their financial goals through comprehensive financial planning and investment management.
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
NY
01/26/2024 - Present
MML Investors Services, LLC (Rochester NY)
NY
08/14/2023 - 12/15/2023
CADARET, GRANT & CO., INC. (Rochester NY)
NY
05/02/2022 - 08/16/2023
J.W. COLE FINANCIAL, INC. (Webster NY)
NY
01/18/2022 - 02/28/2022
CADARET, GRANT & CO., INC. (WEBSTER NY)
NY
11/08/2021 - 12/20/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsford NY)
NY
08/07/2020 - 09/16/2021
J.W. COLE FINANCIAL, INC. (Webster NY)
NY
11/13/2018 - 05/05/2020
MML INVESTORS SERVICES, LLC (East Rochester NY)
NY
12/16/2014 - 03/06/2018
FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)
BC
Issued 11/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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