Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Elizabeth Pearson is a financial advisor with MML Investors Services, LLC. She has been working in the financial industry since 2001. Kelley is licensed in Pennsylvania and has extensive experience in providing financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Kelley's commitment to helping clients achieve their financial goals is evident in her track record of success.
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
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2
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
10/20/2021 - 07/17/2024
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
10/20/2021 - 07/17/2024
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
02/20/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
01/23/2012 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
01/23/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/23/2012 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
01/23/2012 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/20/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
08/27/2003 - 05/10/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
TX
01/01/2002 - 03/12/2002
NFP SECURITIES, INC. (AUSTIN TX)
SC
01/10/2001 - 04/03/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/12/1999 - 01/10/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/13/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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