Unclaimed
Kristen Teresa Esposito is a financial professional with over 15 years of experience in the industry. Kristen is currently registered with MML Investors Services, LLC, a firm with a strong reputation for providing comprehensive financial solutions. Before joining MML, Kristen was affiliated with MSI FINANCIAL SERVICES, INC. She has a strong understanding of investment company products and variable contracts, having passed the Series 6 and Series 26 exams. She is also licensed to provide investment advice in New Jersey. Kristen’s commitment to her clients is evident in her dedication to providing personalized financial guidance and helping them achieve their financial goals.
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
NJ
03/25/2017 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
05/23/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
BC
Issued 12/30/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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