Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penny jean? Claim Your ProfilePenny jean Young is a registered representative with MML Investors Services, LLC. Penny jean has been in the securities industry since August 10, 2005. Penny jean's experience includes previous roles at NYLIFE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERIPRISE FINANCIAL SERVICES, INC., EDWARD JONES and PFPC DISTRIBUTORS, INC.. Penny jean has a Series 6, 7, 26 and 63 licenses.
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
RI
06/27/2024 - Present
MML Investors Services, LLC (WARWICK RI)
MA
11/09/2012 - 06/26/2024
NYLIFE SECURITIES LLC (MEDWAY MA)
MA
02/28/2012 - 05/01/2012
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
11/12/2009 - 09/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
04/02/2007 - 10/06/2008
AMERIPRISE FINANCIAL SERVICES, INC. (HOPKINTON MA)
MA
06/21/2005 - 08/04/2006
EDWARD JONES (NATICK MA)
ME
01/29/2001 - 09/01/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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