Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuen mei? Claim Your ProfileYuen mei Bertha Lau-mo is a registered representative with MML Investors Services, LLC, a firm with offices located across the United States. Yuen mei Bertha Lau-mo is located in the Flushing branch office of MML Investors Services, LLC. She has been in the industry since 2005, holds Series 6, Series 7, and Series 63 licenses, and specializes in a variety of financial products and services. Yuen mei Bertha Lau-mo has previously worked with MSI Financial Services, INC. and Metropolitan Life Insurance Company.
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
03/25/2017 - Present
MML Investors Services, LLC (FLUSHING NY)
NY
01/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FLUSHING NY)
BC
Issued 01/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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