Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Bannon is a financial advisor with over 20 years of experience in the industry. He holds Series 63, Series 65, Series 7 and SIE licenses, and is currently registered with MML Investors Services, LLC. Jeffrey has worked with a number of financial institutions throughout his career, including New England Securities, MetLife Securities Inc. and U.S. Wealth Advisors, LLC. In addition to his work as a financial advisor, Jeffrey also owns a CPA firm and has experience serving as a Selectman for the town of Sutton, MA. Jeffrey has a diverse range of experience, specializing in working with a variety of clients, including high-net-worth individuals, businesses, corporations and pension and profit-sharing plans. Jeffrey offers services including financial planning, asset allocation programs, educational seminars, and portfolio 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
MA
03/25/2017 - Present
MML Investors Services, LLC (BOSTON MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUBURN MA)
MA
01/26/2007 - 01/02/2015
NEW ENGLAND SECURITIES (AUBURN MA)
MA
01/12/2006 - 01/23/2007
U.S. WEALTH ADVISORS, LLC. (BRAINTREE MA)
MA
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (WORCESTER MA)
AZ
12/06/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
12/10/1999 - 12/10/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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