Unclaimed
Rhonda Growney has been an active financial advisor for over 30 years. Rhonda is registered with MML Investors Services, LLC and has previously worked with MSI Financial Services, Inc., Metropolitan Life Insurance Company, and MetLife Securities Inc. Rhonda holds Series 6, 7, and 63 licenses, as well as the SIE exam. Rhonda is a Certified Financial Planner and a Chartered Financial Consultant. Rhonda has a diverse range of client experience, including working with individuals, businesses, trusts, foundations, and endowments. Rhonda provides asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
NJ
07/03/2024 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
11/17/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
NY
11/17/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PEARL RIVER NY)
MA
09/09/1988 - 10/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/14/1988 - 10/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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