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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 Silverman is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with MML Investors Services, LLC. Previously, Jeffrey was affiliated with Ameriprise Financial Services, Inc., MML Investors Services, LLC, American Portfolios Financial Services, Inc., Walnut Street Securities, Inc., Signator Investors, Inc., Washington Square Securities, Inc. and New England Securities. Jeffrey has a Series 6, Series 7 and Series 63 licenses as well as a Uniform Investment Adviser Law Examination. Jeffrey specializes in Asset Allocation Programs, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses and Portfolio Management for Individuals. Jeffrey is dedicated to helping clients achieve their financial goals.
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
06/14/2021 - Present
MML Investors Services, LLC (SYOSSET NY)
NY
01/22/2016 - 08/02/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
02/07/2008 - 01/25/2016
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
09/23/2005 - 01/22/2008
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (JERICHO NY)
CA
02/14/2005 - 09/29/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
01/01/2002 - 12/17/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
CT
05/03/1999 - 01/16/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
11/25/1998 - 05/11/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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