Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Roxanne Pachelo-forehand is an active investment advisor representative with MML Investors Services, LLC and has been in the industry since December 20, 1998. Kelly has been registered with MML Investors Services, LLC since March 2017. Previously, Kelly has worked for MSI Financial Services, Inc., Metropolitan Life Insurance Company, MetLife Securities Inc. and Security First Financial, Inc. Kelly holds the Series 6, Series 63 and Series 65 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
CO
04/12/2018 - Present
MML Investors Services, LLC (DENVER CO)
MA
08/16/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
08/16/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
03/11/1999 - 06/14/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/11/1999 - 06/14/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
10/20/1998 - 03/26/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 01/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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