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Karen Ann Orcutt

MML Distributors, LLC

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About Karen Ann Orcutt

Karen Orcutt is a financial professional with over 20 years of experience in the financial services industry. Karen is currently registered with MML Distributors, LLC, and MML Strategic Distributors, LLC and MML Investors Services, LLC. Karen is licensed to conduct business in Connecticut and Massachusetts. Karen has earned the Series 66, Series 7, and Series 24 licenses.

Firm Information

Karen Orcutt is currently registered with MML Distributors, LLC. MML Distributors, LLC is a Limited Liability Company formed in November 1994. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Karen Orcutt’s Registration & Firm History

MA

10/15/2015 - Present

MML Distributors, LLC (SPRINGFIELD MA)

MA

07/11/2014 - 10/05/2015

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

10/17/2005 - 04/01/2014

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

03/10/2004 - 09/02/2004

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

12/08/1999 - 02/21/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/28/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Karen Ann Orcutt. Review regulatory record here.
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