Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly J Youngberg is a financial professional with over 20 years of experience in the financial services industry. Kelly currently works as a registered representative for MML Investors Services, LLC located in Springfield, MA. Kelly's previous employers include Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., New England Securities, and Phoenix Equity Planning Corporation. Kelly is a licensed professional with Series 6, 7, 24, 63, and 66 licenses.
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
06/11/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
05/31/2012 - 11/16/2017
ROYAL ALLIANCE ASSOCIATES, INC. (PALMER MA)
MA
03/06/2012 - 06/01/2012
SAGEPOINT FINANCIAL, INC. (WEST SPRINGFIELD MA)
MA
11/08/2004 - 12/31/2011
ROYAL ALLIANCE ASSOCIATES, INC. (ORLEANS MA)
CA
08/01/2003 - 11/12/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/20/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/05/2000 - 11/06/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
10/11/1999 - 01/27/2000
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 05/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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