Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Reed is a financial advisor with MML Investors Services, LLC. Monica has been a financial advisor for over 1 year and is registered with the state of Oklahoma. Monica has passed the Series 6, Series 63 and SIE exams and has a track record of success in providing financial advice and planning services. MML Investors Services, LLC is a national financial services firm that provides investment advisory, financial planning, and wealth management services to individuals, families, and businesses. The firm has a wide range of financial products and services to meet the needs of its clients, including retirement planning, college savings, estate planning, and insurance. Monica Reed is committed to providing her clients with the highest level of personalized service and financial expertise.
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
OK
12/01/2017 - Present
MML Investors Services, LLC (TULSA OK)
BC
Issued 06/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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