Unclaimed
Jared Chin is a financial advisor with MML Investors Services, LLC, based in Elmsford, New York. Jared has been working in the financial industry since September 23, 2016. Jared is a licensed securities agent and has passed the Series 63, SIE, and Series 7 exams. Jared is also registered as an investment advisor representative in New York and Texas. Prior to joining MML Investors Services, LLC, Jared was employed by MSI FINANCIAL SERVICES, INC. in Elmsford, New York. In addition to his work as a financial advisor, Jared is also an independent insurance agent.
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
12/03/2020 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
09/24/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
BC
Issued 03/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jared Chin is the right advisor for you? Invested Better is here to help.