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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 Bush is a financial advisor registered with MML Investors Services, LLC. Jeffrey has been in the industry since September 17, 1996. He is also a registered representative of MML Investors Services, LLC. Jeffrey holds a Series 6, 7, 63, 65 and 66 licenses. Jeffrey's firm offers financial planning, 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
CA
07/21/2017 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
CA
03/13/2006 - 12/13/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
NY
01/03/2003 - 09/01/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
04/14/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
WA
09/22/1992 - 12/20/1994
COSSE' INTERNATIONAL SECURITIES, INC. (SEATTLE WA)
MN
02/25/1991 - 12/31/1991
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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