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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 Lee Bulvin is a financial advisor at MML Investors Services, LLC, with over 30 years of experience in the industry. Jeffrey is registered in 53 states and the District of Columbia, and has earned Series 6, 7, 24, 26, 52TO, 53 and 63 licenses, as well as the Series 65 license for Investment Advisory. He is a dedicated financial professional committed to helping clients achieve their financial goals. Jeffrey’s services include financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting.
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
GA
05/05/2017 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
10/22/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
04/01/2008 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
10/09/2000 - 03/19/2008
AXA ADVISORS, LLC (ATLANTA GA)
NY
02/21/1992 - 10/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/21/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/21/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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