Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Jean Barone is a registered representative with MML Investors Services, LLC. Nancy has over 20 years of experience in the financial services industry and holds Series 6, 7, 55, 52TO, 53, 24, and 4 licenses. Nancy is also registered to sell securities in all 50 states. Nancy specializes in providing financial planning and investment advisory services to individuals, corporations, trusts, and other entities. Nancy is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
09/26/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NY
12/15/2003 - 06/07/2005
ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
CT
09/13/1996 - 12/15/2003
AELTUS CAPITAL, INC (HARTFORD CT)
CT
08/14/1992 - 08/01/1996
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 10/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/17/2019
Series 4 - Registered Options Principal Examination
BC
Issued 12/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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