Unclaimed
Jason Meunier is a financial professional with over 17 years of experience in the industry. Jason is a registered representative with MML Investors Services, LLC and has held various roles throughout their career. They have expertise in investment company products and variable contracts, as well as general securities. Jason has a strong track record of providing personalized financial advice and investment solutions to 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
MA
03/31/2008 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
AZ
12/23/2020 - 11/16/2022
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
MA
06/16/2005 - 03/28/2008
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
BC
Issued 06/09/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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