Unclaimed
Yara Michele Mojena is a financial advisor who has been in the industry since February 10, 2000. Yara is currently registered with MML Investors Services, LLC and holds Series 6, 7, 24, 26, and 66 licenses. Yara has previously worked for a number of firms including MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, and MetLife Securities Inc. Yara is a Certified Financial Planner and offers a variety of services including financial planning, portfolio management, and asset allocation programs. Yara has a long history in the financial services industry and is dedicated to helping clients achieve their financial goals.
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
03/22/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
09/28/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
02/11/2000 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
11/03/2008 - 03/08/2011
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
11/28/2001 - 03/08/2011
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/28/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
09/28/2001 - 01/05/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
BOTH
Issued 11/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/1/2002
Series 24 - General Securities Principal Examination
BC
Issued 7/13/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2001
Series 7 - General Securities Representative Examination
BC
Issued 2/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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