Unclaimed
Jacob Solomon is a registered representative with MML Investors Services, LLC. Jacob has been in the securities industry since February 8, 1988. Jacob has a Series 6 license and is also licensed in 23 states and the District of Columbia. Jacob is a member of the Yeshivate Noam Investment Relations committee, Chairman of the Congregation B'nai Yeshurun Insurance Committee and owns Solomon Financial Group, LLC. Jacob offers a variety of financial planning and investment services to individual clients, businesses, trusts and foundations, as well as retirement plans. Jacob's primary business is with MassMutual Life Insurance Company.
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
NJ
04/24/2019 - Present
MML Investors Services, LLC (TEANECK NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Fairfield NJ)
NJ
07/12/1989 - 01/02/2015
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
DE
04/06/1988 - 07/24/1989
PML SECURITIES COMPANY (NEWARK DE)
NA
02/09/1988 - 12/13/1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
NA
05/03/1988 - 05/10/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 08/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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