Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake McNeil is a financial advisor with MML Investors Services, LLC and has been working in the financial industry since May 27, 2018. Jake has a strong track record of success in the financial services industry, having earned the Series 7TO, SIE, and Series 6 licenses. Jake is also a Registered Representative (RA) in Michigan and Texas, and holds the Series 63 and Series 65 licenses. Jake is committed to providing clients with personalized financial advice and guidance.
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
MI
01/10/2020 - Present
MML Investors Services, LLC (Clarkston MI)
MI
01/17/2018 - 08/29/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND BLANC MI)
IA
Issued 01/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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