Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Simonds is a financial professional with over 20 years of experience in the industry. Currently, Margaret is an investment advisor representative at MML Investors Services, LLC, where she is registered with the state of Massachusetts and multiple other states. She is committed to providing personalized financial advice and wealth management solutions 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
03/12/2020 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
08/23/2019 - 03/11/2020
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
MD
09/10/2008 - 08/27/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
MA
09/18/2006 - 07/23/2008
PACIFIC SELECT DISTRIBUTORS, INC. (NEEDHAM MA)
NY
04/05/1995 - 01/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 09/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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