Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose M.-Y Chan is a financial advisor at MML Investors Services, LLC. Rose has been in the industry since 2006 and is registered in California, New Jersey, and New York. Rose has a Series 6, Series 63 and SIE. She has been with MML Investors Services, LLC since 2017. Before that, Rose was an advisor at MSI Financial Services, INC. and Metropolitan Life Insurance Company. Rose has a variety of experience and expertise in the financial services industry.
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
03/25/2017 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
09/18/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
NY
09/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PEARL RIVER NY)
BC
Issued 01/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rose Chan is the right advisor for you? Invested Better is here to help.
