Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Robert Conner is a registered investment advisor representative with MML Investors Services, LLC. Jay has been in the financial services industry since 1983. Jay is registered in the states of California, Iowa, Louisiana, and Texas. Jay is also registered with FINRA. Jay has a Series 6, 7, 22, 24, 63, and 65. Jay has been with MML Investors Services, LLC since 2003. Previous experience includes Veravest Investments, Inc., Royal Alliance Associates, Inc., Advantage Capital Corporation, and Massachusetts Mutual Life Insurance Company. Jay's specialties include investment management, financial planning, and pension consulting. Jay also provides educational seminars and asset allocation programs.
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
01/22/2004 - Present
MML Investors Services, LLC (HOUSTON TX)
MA
12/16/1998 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
AZ
06/02/1995 - 12/02/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
01/03/1995 - 06/05/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
03/05/1991 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MA
11/17/1987 - 03/22/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/17/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
11/09/1983 - 11/23/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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