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Tiffany Delisi is a registered investment advisor representative with MML Investors Services, LLC, with offices in Bedford, NH. Tiffany has been in the industry since March 2015. Tiffany has passed the Series 63, Series 7, Series 24, Series 52, Series 53 and SIE examinations. Tiffany holds registrations in 53 states and 2 IA registrations, including New Hampshire and Texas. Tiffany has also been registered with MML Investors Services, LLC in New Hampshire and Texas. Tiffany's previous employment includes Mass Mutual Life Insurance Company and HarborOne Mortgage, LLC. Tiffany offers financial planning, pension consulting, and educational seminars. Tiffany's firm also offers portfolio management for businesses and individuals.
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
NH
01/21/2022 - Present
MML Investors Services, LLC (BEDFORD NH)
NH
08/28/2013 - 12/08/2016
MML INVESTORS SERVICES, LLC (BEDFORD NH)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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