Unclaimed
Svetlana Morozova is a registered representative with MML Investors Services, LLC and has been in the industry since December 3, 2016. Svetlana has experience with Ameriprise Financial Services, LLC, Northwestern Mutual Investment Services, LLC, and AXA Advisors, LLC. Svetlana is registered in New York. MML Investors Services, LLC offers a variety of financial services including financial planning, pension consulting, and portfolio management for individuals 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
NY
09/21/2021 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
10/21/2019 - 06/29/2021
AMERIPRISE FINANCIAL SERVICES, LLC (WHITE PLAINS NY)
NY
04/07/2015 - 01/09/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
12/13/2013 - 04/16/2014
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 02/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Svetlana Morozova is the right advisor for you? Invested Better is here to help.