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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 Richards is a financial advisor in Lansing, MI. Jeffrey has been in the industry for over 35 years and is registered with MML Investors Services, LLC. Jeffrey is a licensed Investment Advisor Representative in Michigan and Texas. He has passed the Series 6, Series 62, Series 63, and Series 65 exams and holds the Series SIE. Jeffrey has been a licensed agent with Mass Mutual Life Insurance Company since 1986 and with MML Investors Services, LLC since 1986. Jeffrey specializes in providing portfolio management for individuals and businesses, as well as financial planning, pension consulting and educational seminars. Jeffrey has a strong track record of helping clients achieve their financial goals.
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
MI
05/26/2017 - Present
MML Investors Services, LLC (Lansing MI)
IA
Issued 03/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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