Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rydzefski is a registered investment advisor representative with MML Investors Services, LLC. Lisa has been in the financial services industry since 1987 and is currently licensed in Delaware, Florida, Maryland, New Jersey, and Pennsylvania. Lisa has a Series 63 and Series 65 license, and she is also licensed to sell life, term, universal, and whole life insurance, and fixed annuities. Lisa has a vast experience working in the financial services industry with companies like MSI Financial Services, INC., Metropolitan Life Insurance Company, CitiStreet Equities LLC, Charles Schwab & Co., Inc., and Michael C. Talley & Co., Inc.
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
DE
03/25/2017 - Present
MML Investors Services, LLC (NEWARK DE)
DE
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWARK DE)
DE
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW CASTLE DE)
NJ
01/01/1990 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
08/12/1987 - 10/26/1989
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
08/21/1986 - 11/21/1986
MICHAEL C. TALLEY & CO., INC.
IA
Issued 08/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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