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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bailey is a financial advisor with MML Investors Services, LLC in Morgantown, WV. Jeffrey has been in the industry since December 1997. Jeffrey holds Series 7, 24, 63, and 65 licenses as well as the SIE exam. Jeffrey's previous experience includes time with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Jeffrey's specializations include Asset allocation, financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
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
WV
03/25/2017 - Present
MML Investors Services, LLC (Morgantown WV)
WV
07/25/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MORGANTOWN WV)
WV
07/25/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MORGANTOWN WV)
MA
01/04/1999 - 01/25/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/04/1999 - 01/25/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
11/16/1994 - 01/06/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BOTH
Issued 09/19/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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