Unclaimed
Jason Adkins is a financial professional with over 20 years of experience in the financial services industry. Jason has a strong background in securities and investment advising, holding Series 7 and Series 63 licenses. Currently, Jason is a registered representative with MML Investors Services, LLC, a firm known for its comprehensive financial services offerings. His primary focus is on providing personalized financial advice and investment strategies to individuals, families, and businesses. Prior to his current role, Jason gained valuable experience at several reputable firms, including MSI Financial Services, Inc., Metropolitan Life Insurance Company, National Securities Corporation, and Continental Broker-Dealer Corp. Jason’s extensive experience and dedication to client service make him a valuable asset to his clients.
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
VA
03/25/2017 - Present
MML Investors Services, LLC (Virginial Beach VA)
VA
12/07/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
NY
12/07/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/26/2004 - 11/20/2006
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
07/02/2002 - 01/29/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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