Unclaimed
Jeffrey Charles Reimer has been in the securities industry since July 2, 1986. Jeffrey is a registered representative with MML Investors Services, LLC and is licensed to provide securities and investment advisory services in numerous states. Jeffrey is also an independent insurance agent and holds a Series 7, Series 63, and Series 65 licenses. In addition to providing financial services, Jeffrey is also active in the community, serving as a seat attendant for a division of the Pittsburgh Steelers.
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
PA
09/03/2024 - Present
MML Investors Services, LLC (Pittsburgh PA)
PA
01/16/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
01/05/1996 - 01/15/2008
PLANMEMBER SECURITIES CORPORATION (MCKEES ROCKS PA)
CT
10/01/1995 - 01/01/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
08/28/1989 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
01/18/1988 - 06/22/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/25/1986 - 01/28/1988
FINANCIAL ESTATE PLANNING, INC.
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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