Unclaimed
Jennifer Williamson is a financial advisor who has been in the industry since March 3, 2021. Jennifer is currently registered with MML Investors Services, LLC and holds Series 7TO, Series 66 and SIE licenses. Jennifer has prior experience with Securian Financial Services, Inc. Jennifer is a Certified Financial Planner and has a strong track record of providing financial advice to individuals and families. Jennifer's focus is on helping clients achieve their financial goals, whether it be retirement planning, college savings, or estate planning. Jennifer is committed to providing her clients with personalized service and a comprehensive understanding of their financial situation.
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
03/24/2022 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
06/23/2020 - 06/15/2021
SECURIAN FINANCIAL SERVICES, INC. (Dedham MA)
BOTH
Issued 08/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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