Unclaimed
Jessica Sundell is a financial advisor at MML Investors Services, LLC. Jessica has been in the financial services industry since May 2009. Jessica is licensed in Minnesota. She has a Series 6, Series 63 and SIE license. She also holds a Series 63 license and is a registered representative with FINRA. Jessica has experience working with a variety of clients, including individuals, businesses, trusts, and institutions. Jessica is committed to providing her clients with personalized financial advice and guidance.
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
MN
03/25/2017 - Present
MML Investors Services, LLC (Plymouth MN)
MN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
05/21/2009 - 01/02/2015
NEW ENGLAND SECURITIES (MINNEAPOLIS MN)
BC
Issued 05/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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