Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Lynn Smedley is a financial advisor with MML Investors Services, LLC, and has been in the industry since January 30, 2020. Kari Lynn Smedley is located in Newtown Square, Pennsylvania and is licensed to practice in Pennsylvania. Kari Lynn Smedley has passed the Series 6 TO, Series 63, and SIE exams.
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
PA
01/31/2020 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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