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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Doi is a registered investment advisor representative. Jason is associated with MML Investors Services, LLC. Jason has been in the securities industry since March 4, 2006. Jason has passed the Series 63, Series 65, Series 7, Series 24 and SIE exams. In addition to being an investment advisor, Jason is also a licensed insurance agent. The firm is headquartered in Springfield, Massachusetts and has approximately 72 billion dollars in assets under management. MML Investors Services, LLC provides asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's compensation is based on fixed fees, hourly charges, a percentage of assets and solicitors' fees.
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
06/14/2021 - Present
MML Investors Services, LLC (New York NY)
NY
09/20/2013 - 10/25/2017
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/06/2006 - 09/24/2013
METLIFE SECURITIES INC. (NEW YORK NY)
NY
12/06/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/10/2006 - 11/20/2006
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 10/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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