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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 M. Daily is an investment advisor representative with MML Investors Services, LLC. Jason M. Daily is active in the industry since 2006 and is registered to offer securities in California, Idaho, Montana, Oregon, Texas, Washington. Jason M. Daily is also registered as an investment advisor representative in Texas. Before joining MML Investors Services, LLC Jason M. Daily was registered with Northwestern Mutual Investment Services, LLC and Morgan Stanley DW Inc.. Jason M. Daily has passed the Series 31, Series 63, Series 66, Series 7 and SIE exams. Jason M. Daily's current firm, MML Investors Services, LLC offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. MML Investors Services, LLC has a total of 72827710537 in regulatory assets under management and manages accounts for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and insurance companies.
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
OR
06/11/2020 - Present
MML Investors Services, LLC (Lake Oswego OR)
OR
03/15/2006 - 05/21/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)
NY
10/04/2005 - 12/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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