Unclaimed
Jaclyn Pfeifer is a financial professional with experience in the financial services industry. Jaclyn has a Series 7 and Series 66 license. Jaclyn is currently registered with MML Investors Services, LLC. Prior to that, Jaclyn was registered with Griffin Capital Securities, LLC. She has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations.
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
AZ
11/04/2020 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
01/28/2019 - 05/23/2019
GRIFFIN CAPITAL SECURITIES, LLC (Phoenix AZ)
AZ
10/26/2017 - 01/31/2019
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
10/20/2014 - 11/06/2015
CETERA ADVISOR NETWORKS LLC (SCOTTSDALE AZ)
AZ
12/13/2013 - 10/23/2014
METLIFE SECURITIES INC. (TEMPE AZ)
BOTH
Issued 01/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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