Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Meehan is a financial advisor with MML Investors Services, LLC. Kathleen is licensed to provide financial advice in Massachusetts and Florida. Kathleen has been in the industry since 2008 and has experience providing financial planning, portfolio management, and asset allocation services to a variety of clients, including individuals, corporations, trusts, foundations, and endowments. Kathleen is also a registered principal with MML Investors Services, LLC.
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
08/26/2008 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
BC
Issued 03/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen Meehan is the right advisor for you? Invested Better is here to help.
