Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Morin is a registered representative with MML Investors Services, LLC, with a registration date of October 23, 2008. Jeffrey holds the Series 6, Series 26, and SIE licenses. Jeffrey began his career in the financial services industry on January 30, 2004, and has experience with MML Distributors, LLC. Jeffrey is located in Springfield, MA and is associated with the firm's Springfield, MA branch office. Jeffrey specializes in the following areas: 1) **Investment Advisory Services**, 2) **Financial Planning**, 3) **Asset Allocation Programs**, 4) **Pension Consulting**, and 5) **Educational Seminars**.
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
MA
10/23/2008 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
01/15/2004 - 10/07/2008
MML DISTRIBUTORS, LLC (ENFIELD CT)
BC
Issued 04/20/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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