Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Logan is a financial advisor with over 30 years of experience in the industry. Jeffrey is registered to offer investment advice in 16 states through MML Investors Services, LLC. Previously Jeffrey was with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Jeffrey currently holds Series 6, 26 and 63 securities licenses and the SIE. In addition to providing financial advice, Jeffrey is also a color analyst for college and high school football. Jeffrey is a board member for the Skylight Foundation, the Columbus Chapter NFF and CHoF, and the Logan Family Foundation. Jeffrey is committed to helping individuals and families reach 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
OH
12/06/2022 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
08/15/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
01/04/1996 - 01/02/2015
NEW ENGLAND SECURITIES (DUBLIN OH)
NA
05/27/1987 - 12/31/1995
NEW ENGLAND SECURITIES
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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