Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Seth Levy is a financial advisor registered with MML Investors Services, LLC. Jared has been in the financial services industry since 1994 and holds Series 7, 63 and 65 licenses. Jared is also a Certified Financial Planner and a Chartered Financial Consultant. Jared is affiliated with MML Investors Services, LLC, MSI Financial Services, INC., AXA Advisors, LLC, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, NATIONAL SECURITIES CORPORATION, THE BOSTON GROUP, A.S. GOLDMEN & CO., INC., COMMONWEALTH ASSOCIATES, and GRUNTAL & CO. INCORPORATED. Jared has been with MML Investors Services, LLC, since 2017. Jared is registered with the state securities regulators in California, Connecticut, Delaware, District of Columbia, Florida, Illinois, New Jersey, New York, Pennsylvania, Texas, Vermont, Washington, and Wisconsin.
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
12/13/2023 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
07/15/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (New York NY)
NY
01/25/1999 - 07/23/2014
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/25/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
FL
07/24/1998 - 10/07/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
05/16/1995 - 07/24/1998
THE BOSTON GROUP (LOS ANGELES CA)
NJ
12/23/1994 - 05/24/1995
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
04/26/1994 - 01/09/1995
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
01/25/1994 - 05/02/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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