Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Alfred Rovert is a financial advisor with MML Investors Services, LLC. He is registered with the Securities and Exchange Commission (SEC) and with the state of Connecticut. Jay Alfred Rovert has been in the financial services industry since 1982. Jay Alfred Rovert has experience in the areas of Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Jay Alfred Rovert is also a member of the state of Connecticut, California, Colorado, Florida, Maine, Massachusetts, New Jersey, New York, Rhode Island, and District of Columbia.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
07/25/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
07/25/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
NY
08/29/1994 - 07/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/24/1982 - 09/07/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Rovert is the right advisor for you? Invested Better is here to help.
