Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iris? Claim Your ProfileIris Amalfi Lavigne is a financial advisor with over 25 years of experience. Iris is currently registered with MML Investors Services, LLC in both Maryland and Virginia. Iris is also registered with the Securities Industry and Financial Markets Association (FINRA) as a General Securities Representative. Iris has a strong track record of success in helping clients achieve their financial goals. Iris specializes in providing financial planning, investment advisory, and insurance services to individual and institutional clients. Iris has a passion for helping clients understand their financial options and develop a personalized plan to meet their needs.
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
VA
03/25/2017 - Present
MML Investors Services, LLC (HERNDON VA)
MA
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/10/1998 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
DC
01/03/1995 - 06/25/1998
ICMA - RC SERVICES, INC. (WASHINGTON DC)
IA
Issued 07/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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