Mml Investors Services, LLC
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About this Advisor
Kristen Gratton is a certified financial planner and chartered financial consultant based in Beaver Falls, Pennsylvania, with a total of 11 years of industry experience. Gratton currently works for Mml Investors Services, LLC. Throughout their career, Gratton has worked at Massmutual Life Insurance Company and Mml Investors Services. Gratton holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania and Texas. Mml Investors Services, LLC is an advisory business based out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 advisors. It handles $59 billion in assets between its 326,297 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 447 charities and foundations. Mml Investors Services, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which service is provided. Fee types charged by Mml Investors Services, LLC most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Mml Investors Services, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kristen Gratton Work History
Kristen has been registered as a financial advisor for 11 years.*
Massmutual Life Insurance Company
Mml Investors Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Kristen Gratton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mml Investors Services, LLC
Lake Oswego, OR
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.