Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lina? Claim Your ProfileLina Uriol is a financial professional with over 10 years of experience in the industry. Lina is currently registered with MML Investors Services, LLC and is located in Springfield, MA. Lina holds a variety of licenses including Series 4, 6, 7, 24, 52, 53, and 63. In her previous roles, Lina worked with J.P. Morgan Securities LLC and Chase Investment Services Corp., gaining valuable experience in the financial services industry. Lina has extensive experience in providing investment advice to a diverse range of clients, including individuals, high net worth individuals, corporations, and trusts. Lina is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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
10/01/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
IL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
10/05/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/07/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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