Unclaimed
Susan Sparr is a financial advisor with MML Investors Services, LLC. Susan has been in the financial services industry since 1982 and has a wide range of experience. Susan is a Certified Financial Planner and has a Series 6 and Series 63 license. Susan specializes in providing financial planning, portfolio management and pension consulting to individuals, businesses and corporations. Susan has also worked as a life, fixed annuities, LTC and DI Insurance sales professional. Susan is registered to provide investment advisory services in California, Florida, Indiana, Iowa, Kentucky, Michigan, Ohio, Pennsylvania and Virginia.
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
OH
03/25/2017 - Present
MML Investors Services, LLC (Cincinnati OH)
MA
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
03/13/1982 - 01/23/2006
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 09/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Sparr is the right advisor for you? Invested Better is here to help.