Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Leigh Coleman is a financial professional with over 20 years of experience in the industry. Currently, Kirsten is an Investment Advisor Representative with MML Investors Services, LLC in Springfield, MA. Prior to joining MML Investors Services, LLC, Kirsten worked for several other firms, including Jackson National Life Distributors LLC, LPL Financial LLC, PIMCO INVESTMENTS LLC, and LINSCO/PRIVATE LEDGER CORP. Kirsten holds Series 63, 24, 99TO, SIE and 7 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
09/28/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
TN
09/24/2018 - 09/20/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
07/18/2013 - 09/20/2018
LPL FINANCIAL LLC (TEMECULA CA)
CA
11/03/2011 - 07/12/2013
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
TN
03/27/2002 - 10/31/2011
LPL FINANCIAL LLC (FRANKLIN TN)
MA
10/08/2008 - 11/12/2009
ASSOCIATED SECURITIES CORP. (BOSTON MA)
SC
01/01/2001 - 09/21/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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