Unclaimed
Staci Diclaudio is a financial professional with over 27 years of experience in the industry. Staci currently works for MML Investors Services, LLC, a firm with a vast network and experience in financial advising. Staci is registered to provide financial advice in 53 states and is licensed to conduct business in Pennsylvania and Massachusetts. Staci is dedicated to providing comprehensive financial advice, offering personalized solutions to meet the needs of individuals, families, and businesses.
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
PA
01/10/2006 - Present
MML Investors Services, LLC (Pittsburgh PA)
NY
05/26/2005 - 10/17/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/21/2003 - 10/17/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
CA
10/06/1999 - 07/09/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
08/26/1994 - 06/21/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/16/1994 - 10/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 04/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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