Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kwon is a registered representative with MML Investors Services, LLC. Jason has been in the industry since December 2006. Jason's office is located in EAST HILLS, New York. Jason is licensed to provide securities and investment advisory services in 15 states and is a registered representative of MML Investors Services, LLC. Jason has a Series 63, SIE and Series 6 license. Jason is also an independent insurance agent selling life, accident and health insurance from a private residence. Jason's firm, MML Investors Services, LLC, is a large firm with over 7,000 employees and over $72 billion in assets under management. MML Investors Services, LLC offers a wide range of investment advisory and financial planning services to individuals, businesses and institutions.
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 (EAST HILLS NY)
NY
12/18/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LONG ISLAND CITY NY)
NJ
12/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LEE NJ)
BC
Issued 12/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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