Unclaimed
Jason Patrick Mullaly is a financial advisor with over 25 years of experience in the financial services industry. Jason currently holds licenses with MML Strategic Distributors, LLC and MML Investors Services, LLC. Jason is also registered with the state of Massachusetts. Jason is committed to providing his clients with the highest level of service and expertise.
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.
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.
1
2
MA
08/03/2022 - Present
MML Strategic Distributors, LLC (SPRINGFIELD MA)
MA
08/10/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/10/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/22/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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