Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Anne Lloyd is an active financial professional with over two decades of experience in the industry. Leigh Anne currently holds the Series 7, Series 63, Series 66, Series 4, and Series 24 licenses. Leigh Anne is a Registered Representative at MML Investors Services, LLC, a firm with a strong track record of success in the financial services industry. Leigh Anne has a diverse background having previously worked at BSI Brokerage, Inc., Bear, Stearns & Co. Inc., and PaineWebber Incorporated. Leigh Anne focuses on providing financial planning and investment management services to individuals, families, and businesses.
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
05/12/2014 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NY
05/07/2002 - 07/31/2006
BSI BROKERAGE, INC. (NEW YORK NY)
NY
11/21/2000 - 01/11/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
07/12/2000 - 09/20/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2018
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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