Unclaimed
Gregory Robert Jones is a financial advisor with MML Investors Services, LLC located in Arlington, TX. Gregory has been in the industry since 1993 and is licensed to sell securities in 15 states. Gregory holds Series 7, Series 63, Series 65, and SIE licenses and has worked with a number of firms during his career. Gregory provides financial planning, portfolio management, and asset allocation programs to individuals, businesses, trusts, foundations, endowments, and pension plans.
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
TX
03/25/2017 - Present
MML Investors Services, LLC (Arlington TX)
MA
12/02/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
12/02/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
05/16/2001 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
01/17/2001 - 05/09/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
06/08/1998 - 03/09/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
04/12/1996 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
NY
03/15/1994 - 05/03/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NA
01/04/1994 - 03/24/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
NA
06/21/1993 - 12/23/1993
REYNOLDS KENDRICK STRATTON, INC.
NA
03/02/1993 - 06/22/1993
CHELSEA STREET SECURITIES, INC.
IA
Issued 02/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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