Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Dickson is a financial professional with over 20 years of experience in the financial services industry. Jennifer has been with MML Investors Services, LLC since March 2017, and is currently registered as a Registered Representative in North Carolina. Jennifer is also registered as an Investment Advisor Representative in North Carolina. Prior to joining MML Investors Services, LLC, Jennifer has held positions at LPL Financial LLC, MSI Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Jennifer has a deep understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals. Jennifer is committed to providing her clients with personalized financial advice and guidance. Jennifer's areas of expertise include asset allocation, financial planning, and portfolio management. Jennifer is a valuable resource for individuals, families, and businesses seeking to reach their financial goals.
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
11/19/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
SC
06/21/2019 - 08/13/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
03/03/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/28/2014 - 02/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
01/22/2009 - 05/22/2014
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
02/07/2007 - 01/23/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
NJ
03/13/2006 - 01/17/2007
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
12/04/2000 - 03/29/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/14/1999 - 06/07/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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