Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Ann Beauregard is a financial professional with over 10 years of experience in the industry. Naomi currently holds Series 6 and SIE licenses and has been registered with MML Investors Services, LLC since March 25, 2017. Previously, Naomi was registered with MSI Financial Services, INC. and New England Securities. Naomi is registered in 14 states for Broker-Dealer activities and specializes in various financial products and services, including investments in securities, variable contracts, mutual funds, and financial planning.
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
03/25/2017 - Present
MML Investors Services, LLC (WORCESTER MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WORCESTER MA)
MA
08/03/2009 - 01/02/2015
NEW ENGLAND SECURITIES (WORCESTER MA)
BC
Issued 08/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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