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Rhonda Rochell Jungquist

MML Investors Services, LLC

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About Rhonda Rochell Jungquist

Rhonda Rochell Jungquist is an investment advisor representative who has been in the financial services industry since June 24, 1997. Rhonda is currently registered with MML Investors Services, LLC and has been with them since December 9, 2010. Prior to joining MML Investors Services, LLC, Rhonda was registered with VFINANCE INVESTMENTS, INC, NATIONAL SECURITIES CORPORATION, STOCKCROSS FINANCIAL SERVICES, INC., TRADESTAR INVESTMENTS,INC., and SAVOY DISCOUNT BROKERAGE. Rhonda holds a number of licenses including Series 4, 7, 9, 10, 24, 53, 63, 87, and SIE. Rhonda is registered in 53 states and is actively pursuing additional certifications. Rhonda's specializations include investment strategies that encompass both traditional and alternative investments. Rhonda's work experience at a variety of firms provides a breadth of experience, and provides her with a strong foundation for serving the diverse needs of her clients.

Firm Information

Rhonda Jungquist is currently registered with MML Investors Services, LLC. MML Investors Services, LLC is a Limited Liability Company headquartered in Springfield, MA, formed in January 2011. The firm is registered with the SEC and in 53 states. They provide a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and asset allocation programs. MML Investors Services, LLC manages over $72 billion in assets for individuals, high-net-worth individuals, corporations, trusts, foundations, charitable organizations, pension plans, and insurance companies.
MML Investors Services, LLC

1295 STATE STREET

SPRINGFIELD, MA 01111-0001

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Rhonda Jungquist’s Registration & Firm History

WA

12/09/2010 - Present

MML Investors Services, LLC (SEATTLE WA)

WA

01/11/2010 - 10/15/2010

VFINANCE INVESTMENTS, INC (SEATTLE WA)

WA

04/25/2007 - 10/15/2010

NATIONAL SECURITIES CORPORATION (SEATTLE WA)

WA

01/01/2007 - 04/17/2007

STOCKCROSS FINANCIAL SERVICES, INC. (SEATTLE WA)

WA

09/30/1997 - 01/01/2007

TRADESTAR INVESTMENTS,INC. (SEATTLE WA)

TX

05/26/1999 - 11/03/2005

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

WA

04/25/1997 - 10/20/1997

SAVOY DISCOUNT BROKERAGE (SEATTLE WA)

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Licenses & Designations

BC

Issued 05/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/20/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/20/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/08/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/10/1998

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2007

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rhonda Rochell Jungquist.
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