Jennifer Okelly Dickson

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 02/2017
  Merrill Lynch,Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 02/2017 → 06/2019
  Massachusetts Mutual Life Insurance Company
  Charlotte, NC
• 03/2017 → 06/2019
  Mml Investors Services, Llc
  Charlotte, NC
• 06/2019 → 07/2021
  Lpl Financial Llc
  Fort Mill, SC
• 08/2021 → Present
  Massmutual
  Springfield, MA
• 08/2021 → Present
  Mml Investors Services, Llc
  Charlotte, NC

Previous Registrations

• 2019-06-25 → 2021-08-13
  Lpl Financial Llc
  Fort Mill, SC
• 2018-07-19 → 2019-06-04
  Mml Investors Services, Llc
  Charlotte, NC
• 2014-05-28 → 2017-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2009-01-22 → 2014-05-22
  Ubs Financial Services Inc.
  Charlotte, NC
  Weehawken, NJ
• 2007-02-07 → 2009-01-23
  Ameriprise Financial Services, Llc
  Raleigh, NC
• 2006-05-08 → 2007-01-17
  Pruco Securities, Llc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2006-03-24
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Other Names

• Jen Okelly
• Jennifer Lynn Okelly
• Jennifer Lynn Okelly
• Jennifer Lynn O'KElly
• Jennifer L Dickson
• Jennifer Dickson
• Jen Dickson
• Jennifer Okelly Dickson