Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alvin Witmer is a registered representative with MML Investors Services, LLC and has been in the industry since 2001. Jeffrey has passed the Series 7, Series 63 and SIE exams. Jeffrey is registered to offer securities in Arizona, California, Florida, Indiana, Maryland, Ohio, Pennsylvania, and Washington. Jeffrey has experience working with Metropolitan Life Insurance Company, MSI Financial Services, Inc., and MassMutual Life Insurance Co. In addition to investment services, Jeffrey also provides dental, group disability income, life/accident/health, Medicare-related products, and property and casualty insurance services.
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
OH
03/25/2017 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
04/30/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
04/30/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DUBLIN OH)
BC
Issued 08/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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