Unclaimed
Jamie Provensal Diamond is a financial advisor with MML Investors Services, LLC. Jamie has been in the financial industry since 2011 and has worked with a variety of clients, including individuals, businesses, and retirement plans. Jamie has a Series 6 license and a Securities Industry Essentials Examination.
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
LA
07/09/2021 - Present
MML Investors Services, LLC (Covington LA)
IL
05/28/2015 - 10/28/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
LA
02/11/2008 - 08/04/2009
LPL FINANCIAL CORPORATION (COVINGTON LA)
LA
07/06/2005 - 01/04/2008
CHASE INVESTMENT SERVICES CORP. (COVINGTON LA)
IL
10/01/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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