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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 Gaier is a financial advisor with MML Investors Services, LLC based in Fairfield, New Jersey. Jeffrey has been in the financial services industry since 1987. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 63 and SIE licenses. Jeffrey has experience working with clients including corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, trusts, foundations and endowments, pension and profit sharing plans, charitable organizations, and insurance companies. Jeffrey can provide financial planning, portfolio management for businesses, and portfolio management for individuals.
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
NJ
02/22/2022 - Present
MML Investors Services, LLC (Fairfield NJ)
NJ
02/12/2016 - 02/18/2022
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
NJ
01/02/2015 - 02/19/2016
METLIFE SECURITIES INC. (Fairfield NJ)
NJ
11/30/2006 - 01/02/2015
NEW ENGLAND SECURITIES (FLORHAM PARK NJ)
NJ
06/21/2005 - 11/17/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHELLE PARK NJ)
IN
06/21/2005 - 04/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
06/13/2005 - 06/23/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IN
02/04/2005 - 06/13/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/04/2005 - 06/13/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/02/2002 - 12/09/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
02/26/2001 - 11/27/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/03/1999 - 11/08/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/05/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/14/1988 - 12/22/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
04/18/1984 - 11/30/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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