Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Surma is an active registered representative with MML Investors Services, LLC. Jake Surma has been in the financial services industry for over eight years. Jake Surma is registered with the state of New Jersey and has passed the Series 7, Series 66 and SIE exams. Jake Surma previously worked for MSI FINANCIAL SERVICES, INC. and MetLife Securities Inc. Jake Surma specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers. Jake Surma also provides portfolio management for businesses and individuals.
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
03/25/2017 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
10/10/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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