Unclaimed
Jilane Anne Obrien has been in the financial industry since January 17, 2003. Jilane is currently registered with MML Investors Services, LLC, MML Strategic Distributors, LLC, and MML Distributors, LLC. Jilane has been with MML Investors Services, LLC since July 23, 2019, MML Strategic Distributors, LLC since July 23, 2019, and MML Distributors, LLC since May 23, 2019. Jilane has a Series 6, Series 63, Series 6TO, SIE, and Series 26 license. Jilane's previous employers include Hartford Equity Sales Company Inc. and CIGNA Financial Services, Inc. Jilane's specialties include Asset Allocation Programs, Financial Planning, Pension Consulting, and Educational Seminars.
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
07/23/2019 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
07/25/2007 - 05/02/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
CT
01/07/2002 - 05/21/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
09/29/1997 - 12/10/2001
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 08/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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