Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Suzanne Simoncini is a financial professional with over 10 years of experience in the industry. Katherine is a Registered Representative of MML Investors Services, LLC, and is licensed in Connecticut. Katherine is also a Series 6, 7, 24, 26, 51, 63, and 66 licensed professional. Katherine specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, and retirement plans. Katherine is committed to providing her clients with personalized financial advice and guidance to help them achieve 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
05/23/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
12/01/2008 - 05/02/2018
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BOTH
Issued 04/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/06/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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