Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bach, a financial professional with over 28 years of experience in the industry, is a registered representative of MML Investors Services, LLC. Jason holds the Series 7, Series 24, Series 63, and Series 65 licenses and is registered in 53 states and the District of Columbia. Jason specializes in financial planning, portfolio management for individuals and businesses, asset allocation programs, and educational seminars. Jason’s expertise can help you to reach your financial goals.
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
TX
02/26/2013 - Present
MML Investors Services, LLC (DALLAS TX)
NY
08/27/1998 - 11/14/2003
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IL
04/27/1994 - 07/09/1998
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
IA
Issued 06/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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