Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edwards is a financial advisor with MML Investors Services, LLC, registered in California and Texas. Jeffrey has been in the financial services industry since December 2002. He is a Certified Financial Planner, Jeffrey has previously worked with Northwestern Mutual Investment Services, LLC and Lenox Advisors, Inc. Jeffrey's specialties include Retirement Planning, College Savings, Estate Planning, Insurance & Annuities, and Tax Planning.
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
CA
08/07/2023 - Present
MML Investors Services, LLC (LOS ANGELES CA)
CA
07/08/2002 - 10/12/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
BC
Issued 06/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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