Unclaimed
Jason Peeples is a financial advisor with MML Investors Services, LLC. Jason has been in the financial industry since 1989 and has a strong track record of helping clients achieve their financial goals. Jason has been registered with MML Investors Services, LLC since 2007. Before that, Jason was registered with First Heartland Capital, Inc. Jason holds several licenses and certifications, including Series 6, 7, 22, 26, 62, 63, and 65. Jason is a licensed insurance agent and sells life, health, group life, group health, fixed annuities, and long-term care insurance. Jason specializes in working with individuals, families, and businesses. He helps clients with a wide range of financial planning needs, including retirement planning, college savings, investment management, and estate planning.
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
TN
09/08/2015 - Present
MML Investors Services, LLC (MEMPHIS TN)
TN
06/19/2002 - 07/25/2007
FIRST HEARTLAND CAPITAL, INC. (MEMPHIS TN)
WI
12/12/1997 - 06/24/2002
SII INVESTMENTS, INC. (APPLETON WI)
MA
02/07/1990 - 10/30/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/20/1985 - 09/18/1986
MORGAN KEEGAN & COMPANY, INC.
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/23/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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