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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 Carl Dollarhide is a financial advisor registered with MML Investors Services, LLC. Jeffrey has been in the financial services industry since 1994. Jeffrey Dollarhide has a broad range of experience and licenses including Series 6, 7, 24, 53, 63, and 65. Jeffrey's office is located in Scottsdale, Arizona, and Jeffrey's firm's main office is located in Springfield, Massachusetts. Jeffrey Dollarhide is a Certified Financial Planner.
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
AZ
04/30/2019 - Present
MML Investors Services, LLC (Scottsdale AZ)
NA
11/04/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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