Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilkes? Claim Your ProfileWilkes Edward Crosthwait is a registered representative and investment advisor representative with MML Investors Services, LLC. Wilkes has been in the financial industry since 2023. Wilkes is currently registered with the state of Tennessee and has passed the Series 66, Series 7TO and SIE exams. Wilkes's current employment is with MML Investors Services, LLC, a firm based in Springfield, MA. The firm has over 7,000 employees, and has a strong focus on providing financial services to individuals, high net worth individuals, pension and profit-sharing plans, and corporations. The firm offers a wide range of advisory services, including financial planning, portfolio management, asset allocation programs, and educational seminars.
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
TN
03/27/2024 - Present
MML Investors Services, LLC (MEMPHIS TN)
BOTH
Issued 03/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Wilkes Crosthwait is the right advisor for you? Invested Better is here to help.
