Unclaimed
Jaime Kobin is a financial advisor with MML Investors Services, LLC. Jaime has been working in the financial industry since December 2015. They are registered in New York and Texas as an Investment Advisor Representative and is also registered in 10 states as a Broker. Jaime holds the Series 6, Series 63, Series 65 and SIE exams. Jaime is also a Board Member for both The Hamilton Co-op and the JICNY.
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
NY
11/30/2023 - Present
MML Investors Services, LLC (New York NY)
NY
12/16/2015 - 08/22/2019
NYLIFE SECURITIES LLC (NEW YORK NY)
IA
Issued 09/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jaime Kobin is the right advisor for you? Invested Better is here to help.