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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monika? Claim Your ProfileMonika Beck is a financial advisor with MML Investors Services, LLC in Springfield, Massachusetts. Monika is a Registered Representative and Investment Advisor Representative. Monika has experience in the financial services industry since January 29, 2015, and joined MML Investors Services, LLC on March 23, 2018. Monika specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and asset allocation programs. Prior to joining MML Investors Services, LLC, Monika worked for MML Distributors, LLC in Enfield, Connecticut from September 6, 2014 to October 27, 2017.
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
03/23/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
09/06/2014 - 10/27/2017
MML DISTRIBUTORS, LLC (ENFIELD CT)
BC
Issued 12/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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