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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 Girsky is an investment advisor representative with MML Investors Services, LLC located in East Hills, New York. Jeffrey has been in the industry since June 6, 2000. Prior to joining MML Investors Services, LLC, Jeffrey was registered with several other firms including MSI Financial Services, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Olympia Asset Management, LTD., and Morgan Stanley & Co. Incorporated. Jeffrey is also a licensed insurance broker. Jeffrey holds the Series 3, 7, 55, 63, and SIE licenses. Jeffrey's specialties include financial planning, asset allocation programs, educational seminars, selection of other advisors, 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
NY
05/30/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
04/28/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
10/01/2012 - 11/06/2014
J.P. MORGAN SECURITIES LLC (WOODBURY NY)
NY
12/20/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREAT NECK NY)
NY
01/08/2010 - 12/06/2010
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
NY
05/30/2000 - 05/08/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/05/1999 - 09/07/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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