Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Duane Matthews is a financial advisor registered with MML Investors Services, LLC. Jack has been in the financial industry since 1985. Jack has experience with a variety of clients including high-net-worth individuals, corporations, and pension plans. Jack is currently registered in Maryland and Virginia.
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
MD
03/25/2017 - Present
MML Investors Services, LLC (ROCKVILLE MD)
MD
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
01/03/2001 - 01/02/2015
NEW ENGLAND SECURITIES (ROCKVILLE MD)
NY
11/27/1985 - 12/31/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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