Unclaimed
Margaret Reister is an investment advisor representative with MML Investors Services, LLC. She has been in the industry since July 2, 1984. Margaret has a strong track record of helping individuals, families, and businesses achieve their financial goals. She is committed to providing her clients with personalized advice and guidance, and she works closely with them to develop customized investment plans. Margaret has a wide range of experience and expertise, and she is well-versed in all aspects of financial planning. She is a licensed insurance agent and has a deep understanding of the insurance market. She can also assist with estate planning, retirement planning, and college savings.
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
IN
11/13/2000 - Present
MML Investors Services, LLC (Crown Point IN)
MA
07/03/1984 - 09/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/03/1984 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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