Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shierly? Claim Your ProfileShierly Siregar is a registered representative with MML Investors Services, LLC. Siregar holds the Series 6, 7, 24, 26 and 65 licenses. She is a specialist in financial planning, portfolio management, and pension consulting, providing services to both businesses and individuals. Siregar works from the Rockville, Maryland branch office of MML Investors Services, LLC, and has been in the financial services industry since June 8, 2015.
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
MD
06/09/2015 - Present
MML Investors Services, LLC (ROCKVILLE MD)
IA
Issued 05/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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