Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Gomez is an Investment Advisor Representative with MML Investors Services, LLC. Kristi has been in the industry since April 23, 2015. Kristi holds a Series 6, Series 63, Series 65 and SIE license and is registered in 13 states. Kristi has 11 approved state registrations and 2 approved IA state registrations. Kristi specializes in portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies. In addition to the investment advisory services listed above, Kristi also provides financial planning, pension consulting, educational seminars and selection of other advisors.
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
FL
07/07/2020 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
IA
Issued 05/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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