Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Melley is a financial advisor with MML Investors Services, LLC, a registered investment advisor with over 72 billion dollars in assets under management. Kerri Melley is licensed in 17 states. Kerri Melley has been in the industry since 2005. Kerri Melley offers a wide range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Kerri Melley also offers asset allocation programs.
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
02/08/2021 - Present
MML Investors Services, LLC (WORCESTER MA)
MA
01/02/2015 - 02/24/2015
METLIFE SECURITIES INC. (WORCESTER MA)
MA
11/15/2006 - 01/02/2015
NEW ENGLAND SECURITIES (WORCESTER MA)
MA
01/07/2005 - 11/14/2006
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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