Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Elizabeth Houle is a registered representative with MML Investors Services, LLC, having joined the firm in January 2005. Prior to this, Jane worked at ING Financial Advisors, LLC, in Windsor, CT. Jane has a long and varied career in the financial industry, having worked at a number of firms before joining MML Investors Services. Jane holds the Series 6, 7, 24, 27, 28, 63, 65, 99TO and SIE 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
MA
01/06/2005 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
09/03/2003 - 11/30/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
05/03/2001 - 08/28/2003
VERAVEST, INC. (WORCESTER MA)
MA
10/17/2000 - 05/03/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CA
03/09/1992 - 09/14/2000
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 09/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/10/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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