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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 Martin is a financial advisor with MML Investors Services, LLC located in Dartmouth, MA. Jeffrey has been in the financial services industry since October 19, 2001 and has a strong track record of providing personalized financial guidance to individuals, families, and businesses. Jeffrey has a diverse background in the financial services industry and is skilled at providing comprehensive financial advice. Jeffrey is a highly experienced and qualified financial advisor who is committed to helping clients achieve their financial goals. Jeffrey has been registered with various states since 1999 and is committed to providing excellent customer service.
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
07/14/2023 - Present
MML Investors Services, LLC (DARTMOUTH MA)
RI
06/01/2009 - 06/02/2021
MORGAN STANLEY (PROVIDENCE RI)
RI
09/10/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
BC
Issued 07/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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