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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genesis? Claim Your ProfileGenesis Loera is an Investment Advisor Representative at MML Investors Services, LLC, a firm with offices in Springfield, MA. Genesis has been in the industry since February 8, 2012. Genesis has a total of 7 approved state securities registrations, 1 approved FINRA registration, and 1 approved state Investment Advisor registration. Genesis currently holds the Series 6, 7TO, SIE, and 63 licenses and has the Series 65 license. Genesis has a Certified Financial Planner designation and specializes in providing financial planning, investment advisory services, and educational seminars. Genesis also offers asset allocation programs and pension consulting services.
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
TX
12/03/2012 - Present
MML Investors Services, LLC (HOUSTON TX)
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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