Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Shaughnessy is a Registered Representative with MML Investors Services, LLC. Jeffrey has been in the financial services industry since December 2018. He holds the Series 66, Series 7, and SIE licenses. Jeffrey is registered to provide investment advisory services in the following states: Arkansas, Iowa, Massachusetts, Nebraska, New Hampshire, New York, and Oklahoma. He also provides fixed insurance products along with managing assets for fee-based planning. Jeffrey has experience with a variety of financial products and services, including insurance, retirement planning, and investment management.
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
OK
06/29/2023 - Present
MML Investors Services, LLC (TULSA OK)
NE
05/07/2020 - 05/17/2023
AMERITAS INVESTMENT COMPANY, LLC (Lincoln NE)
NE
10/11/2018 - 03/31/2020
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 01/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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