Unclaimed
Jennifer Guerin is a financial advisor with MML Investors Services, LLC, in Rochester, New York. Jennifer is a licensed investment advisor representative who has been in the industry since 2016. Jennifer has a Series 6 and Series 63 license and holds the SIE exam. Jennifer's previous experience includes roles with LPL Financial LLC and ESL INVESTMENT SERVICES, LLC. Jennifer specializes in providing financial planning and portfolio management services to individuals, businesses, and trusts.
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
NY
06/11/2024 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
12/22/2016 - 05/08/2023
LPL FINANCIAL LLC (ROCHESTER NY)
NY
05/17/2017 - 04/27/2023
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
BC
Issued 04/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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