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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 Rice is a registered investment advisor representative with MML Investors Services, LLC. Jeffrey has been in the financial services industry since October 2003. Jeffrey holds the Series 6, 7, 63, and 65 licenses and the SIE. Jeffrey is registered in 38 states and is also a licensed insurance agent. Jeffrey has experience providing financial planning, pension consulting, asset allocation programs, and educational seminars. Jeffrey has worked for several firms over the years including MSI Financial Services, Inc., Metropolitan Life Insurance Company, MetLife Securities Inc., and MassMutual Life Insurance Co.
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
CT
03/08/2021 - Present
MML Investors Services, LLC (GUILFORD CT)
CT
10/28/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GUILFORD CT)
CT
10/28/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GUILFORD CT)
IA
Issued 05/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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