Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lanford has been in the financial services industry since August 2006. Jacob currently works for MML Investors Services, LLC and is registered to offer securities in 24 states and to provide investment advisory services in 2 states. Jacob is Series 7, 24 and 66 licensed. Jacob has worked in the financial services industry for over 16 years and has experience in offering life insurance, health, group life, group health, disability income, and long-term care. Jacob also has experience in providing asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
05/02/2013 - Present
MML Investors Services, LLC (MONKTON MD)
BOTH
Issued 12/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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