Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rancourt is a financial professional with over 14 years of experience in the industry. Jeffrey is currently registered with MML Investors Services, LLC. Jeffrey previously worked for EF Legacy Securities, LLC, The Leaders Group, Inc., Jefferson National Securities Corporation and MML Distributors, LLC. Jeffrey specializes in a wide range of services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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
05/22/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
KY
04/06/2022 - 08/19/2022
EF LEGACY SECURITIES, LLC (LOUISVILLE KY)
KY
04/26/2018 - 04/07/2020
THE LEADERS GROUP, INC. (Louisville KY)
OH
07/08/2010 - 04/05/2018
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
CT
03/29/2010 - 06/25/2010
MML INVESTORS SERVICES, INC. (ENFIELD CT)
CT
05/09/2005 - 04/27/2009
MML DISTRIBUTORS, LLC (ENFIELD CT)
BC
Issued 01/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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