Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Emrich is a financial advisor with MML Investors Services, LLC. He has been in the financial services industry since 2010. Jeffrey holds the Series 6, 7, and 63 securities licenses as well as the Series 65 investment advisor license. In addition to working with MML Investors Services, LLC, Jeffrey also works as a life insurance agent for Mass Mutual Life Insurance Company. He also owns and operates a coaching and training business that teaches financial advisors how to improve their business.
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
PA
04/03/2023 - Present
MML Investors Services, LLC (LANCASTER PA)
PA
07/15/2010 - 08/08/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (YORK PA)
IA
Issued 08/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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