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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 M. Klein is a financial advisor registered with MML Investors Services, LLC. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is a Certified Financial Planner and holds Series 6, 7 and 63 licenses. Jeffrey's areas of expertise include financial planning, portfolio management, and insurance. Jeffrey has been registered with MML Investors Services, LLC since 2017 and has also previously worked with MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, Tower Square Securities, Inc. and Allmerica Investments, Inc. Jeffrey provides advisory services to individuals, businesses, and institutions.
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
NY
09/22/2021 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
10/20/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
10/20/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
08/25/2005 - 10/07/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
CA
12/15/2000 - 04/18/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
12/20/1999 - 06/13/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 01/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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