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Laura Dalessio is a financial professional with over 30 years of experience in the industry. She has worked as a financial advisor for MML Investors Services, LLC since 1995. Laura has held various licenses and registrations in the states of Florida, California, Colorado, Connecticut, Delaware, Georgia, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. She holds the Series 6, SIE, and Series 63 licenses and has the Chartered Financial Consultant designation. Laura’s areas of expertise include asset allocation programs, financial planning, pension consulting, and educational seminars.
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
08/16/2023 - Present
MML Investors Services, LLC (Palm Coast FL)
MA
11/03/1988 - 01/04/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/03/1988 - 01/04/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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