Unclaimed
Stephanie Barnett is a registered representative with MML Investors Services, LLC and is licensed to provide investment advice in Illinois. Stephanie has been in the financial services industry since September 2015. Stephanie has experience working with various clients, including high net worth individuals, corporations, and pension and profit-sharing plans. Stephanie’s specialties include financial planning, asset allocation programs, and portfolio management for businesses and individuals. Prior to joining MML Investors Services, LLC, Stephanie was a registered representative with Thrivent Investment Management Inc. Stephanie’s qualifications include passing the Series 66, Series 7 and SIE 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
IL
09/19/2023 - Present
MML Investors Services, LLC (Libertyville IL)
IL
09/09/2015 - 09/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (LIBERTYVILLE IL)
BOTH
Issued 09/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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