Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Carey is a financial advisor with MML Investors Services, LLC. Samantha has been in the financial services industry since 2009 and is licensed in Connecticut and Massachusetts. Samantha has a broad range of experience in financial planning, asset allocation programs, portfolio management, and pension consulting. Samantha also provides educational seminars and helps clients select other advisors. Samantha holds Series 6, 7, 24, and 63 securities licenses. Samantha has been with MML Investors Services, LLC since 2015. Prior to that, Samantha worked for BANCNORTH INVESTMENT GROUP, INC.
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
CT
06/24/2022 - Present
MML Investors Services, LLC (Windsor CT)
CT
06/22/2015 - 05/19/2021
MML INVESTORS SERVICES, LLC (ENFIELD CT)
MA
12/18/2006 - 11/01/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
07/10/2006 - 12/04/2006
BANCNORTH INVESTMENT GROUP, INC. (SPRINGFIELD MA)
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samantha Carey is the right advisor for you? Invested Better is here to help.
