Unclaimed
Jennifer Kolstad is a financial advisor who has been in the industry for 10 years and is registered with MML Investors Services, LLC. Jennifer is a Series 24, 53, and 4 licensed Principal and also has a Series 7TO, 52TO, and SIE licenses. Jennifer is currently employed at the MML Investors Services, LLC branch office in Springfield, MA. Jennifer has experience working with a variety of clients including individuals, corporations, and pension plans. Jennifer specializes in portfolio management, financial planning, and pension consulting.
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
05/21/2019 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
BC
Issued 08/14/2020
Series 4 - Registered Options Principal Examination
BC
Issued 06/22/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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