Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Robin Dudelson is a registered investment advisor representative with MML Investors Services, LLC. Lisa Robin Dudelson has been in the securities industry since 1996 and holds the Series 6, Series 7, and Series 63 licenses. Lisa Robin Dudelson is also registered in 24 states, including New York, Texas, and California. Lisa Robin Dudelson provides advisory services in asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Lisa Robin Dudelson is also a registered insurance agent for MassMutual Life Insurance Co. Lisa Robin Dudelson has previous experience with MSI Financial Services, Inc., Metropolitan Life Insurance Company, and CitiStreet Equities LLC.
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
NY
09/23/2021 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
12/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
12/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
08/20/1996 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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