Unclaimed
Stephanie Sherant is a financial advisor registered with MML Investors Services, LLC. Stephanie has been a registered representative since 2014 and has held previous positions with MML Strategic Distributors, LLC and MML Distributors, LLC. Stephanie holds the Series 6 and SIE securities licenses. Stephanie specializes in providing financial advice to a variety of clients, including individuals, businesses, corporations, trusts, foundations, endowments, insurance companies, pension and profit-sharing plans, and charitable organizations. Stephanie is committed to providing her clients with personalized financial advice and solutions that meet their unique needs.
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
MA
08/29/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
AZ
07/07/2014 - 06/23/2016
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
AZ
01/20/2014 - 06/23/2016
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
01/20/2014 - 07/09/2014
MML DISTRIBUTORS, LLC (PHOENIX AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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