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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Sullivan is a financial advisor with MML Investors Services, LLC. Jay has been in the financial services industry since 2005 and is registered with the state of New York. Jay is also a registered Investment Advisor Representative. Jay has a Series 6, Series 7, and Series 63 license. Prior to joining MML Investors Services, LLC, Jay was with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Jay is based in Elmira, NY.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (ELMIRA NY)
NY
07/20/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SYRACUSE NY)
NY
07/20/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SYRACUSE NY)
BC
Issued 06/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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