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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-10-05 |
Branch Locations
2265 Clements Ferry Rd Ste 206, Charleston, SC 29492 • United States
Summerville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Goose Creek | SC | 11/2019 | 09/2023 |
| Primerica Financial Services | Goose Creek | SC | 01/2018 | 09/2023 |
| St Lukes Children Center | Summerville | SC | 05/2019 | 02/2020 |
| Charleston County School District | Charleston | SC | 08/2012 | 06/2018 |
| Joe Bento Construction Co., Inc. | Philadelphia | PA | 10/2009 | 08/2018 |
| Mml Investors Services, Llc | Charleston | SC | 10/2023 | Present |
| Massmutual Life Insurance Co | Charleston | SC | 10/2023 | Present |
Name: Vanessa Koegler Inv rel: Y Add: Residential Address Nature: Outside Insurance Sales Position: Agent Start date: 10/2/2023 No hrs/mo: 5 No hrs/mo dur trading: 0 Describe duties: Life, Fixed Annuities, Disability, Long-term care, & Health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-04 |
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