Unclaimed
Jeffrey Manson Turner is a financial advisor currently registered with MML Investors Services, LLC in Chattanooga, TN. Jeffrey has been a registered representative since January 2004, with experience in the financial services industry dating back to January 2004. Jeffrey holds Series 63, Series 7, and SIE licenses and is a Certified Financial Planner. Jeffrey has a history of working with a diverse range of clients, including individuals, corporations, businesses, charitable organizations, and pension plans. Jeffrey's specialties include financial planning, asset allocation programs, selection of other advisors, and portfolio management for individuals and businesses.
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
TN
09/30/2015 - Present
MML Investors Services, LLC (CHATTANOOGA TN)
BC
Issued 12/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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