Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Sirotak is a financial professional with over 20 years of experience in the industry. Jason has a broad background in financial services, having worked with both MSI Financial Services, Inc. and New England Securities before joining MML Investors Services, LLC in 2017. Jason specializes in providing financial advice and asset management to individuals, families, and businesses. Jason is a Certified Financial Planner and a Chartered Financial Consultant, and is registered to offer investment advice in several states. In addition to his role with MML Investors Services, LLC, Jason also works as an independent insurance agent and owns a rental property.
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
OH
03/25/2017 - Present
MML Investors Services, LLC (Cincinnati OH)
OH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
07/21/1999 - 01/02/2015
NEW ENGLAND SECURITIES (CINCINNATI OH)
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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