Unclaimed
Jacquelyn Kuhn is a financial advisor with MML Investors Services, LLC, a registered investment advisor firm. Jacquelyn has been in the financial services industry since 1996. She provides financial planning and investment advisory services to individuals, businesses, and retirement plans. Jacquelyn holds Series 6, 7, 24, 63 and 65 securities licenses.
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
MI
02/15/2022 - Present
MML Investors Services, LLC (Southfield MI)
MI
07/12/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ANN ARBOR MI)
WI
07/12/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DEPERE WI)
IA
Issued 06/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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