Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rotman is a financial professional with over 30 years of experience in the industry. Jeffrey currently works at MML Investors Services, LLC, where he has been registered since 2011. Prior to that, he worked at Park Avenue Securities LLC, Guardian Investor Services Corporation, Jefferson Pilot Securities Corporation, Prime Capital Services, Inc., Jefferson-Pilot Investor Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Jeffrey holds several licenses including Series 6, 63, and 65. In addition to his work at MML Investors Services, LLC, Jeffrey also provides consulting services through Rotman Consulting Group, Inc. Jeffrey's expertise includes financial planning, asset allocation programs, pension consulting, and portfolio management.
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
FL
07/08/2011 - Present
MML Investors Services, LLC (BOCA RATON FL)
FL
05/03/1999 - 03/04/2011
PARK AVENUE SECURITIES LLC (WESTON FL)
NY
02/20/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IN
10/01/1997 - 06/23/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
08/11/1997 - 01/29/1998
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IN
02/17/1995 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MA
11/12/1990 - 09/26/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/12/1990 - 09/26/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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