Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shana? Claim Your ProfileShana Marie-parrish Despres is a financial professional with over 27 years of experience in the industry. Shana currently holds a Series 7 and Series 6 license and is registered with MML Investors Services, LLC, where Shana is also a CEO and Financial Planner for Milestone Financial, LLC. Previously, Shana held positions at MSI Financial Services, Inc., Metropolitan Life Insurance Company, WS Griffith Securities, Inc., Ascend Financial Services, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Shana has also passed the SIE, Series 63, and Series 65 exams.
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
AZ
05/04/2018 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
05/26/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
05/26/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PHOENIX AZ)
CT
01/27/2000 - 05/18/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MN
01/29/1998 - 02/17/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
08/12/1996 - 01/29/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/12/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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