Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Polly? Claim Your ProfilePolly Denise Meek is a registered representative with MML Investors Services, LLC, with an office in Lake Oswego, OR. Polly has been in the securities industry since November 6, 2019. Polly holds Series 6, 7, 63, and 26 licenses. Polly is also a licensed Principal in Series 24 and 53. She is registered in all 50 states and Washington, DC. Polly has a broad range of experience in the financial services industry and specializes in financial planning, pension consulting, educational seminars, and asset allocation programs. Prior to joining MML Investors Services, LLC, Polly was with Northwestern Mutual Investment Services, LLC.
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
OR
03/17/2023 - Present
MML Investors Services, LLC (LAKE OSWEGO OR)
OR
10/05/2022 - 02/28/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Lake Oswego OR)
OR
01/14/2022 - 07/26/2022
MML INVESTORS SERVICES, LLC (LAKE OSWEGO OR)
OR
07/03/2019 - 12/03/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)
BC
Issued 07/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Polly Meek is the right advisor for you? Invested Better is here to help.
