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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 Chipper is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with MML Investors Services, LLC and is licensed to provide investment advice in multiple states. Previously, Jeffrey was employed with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and TEACHERS PERSONAL INVESTORS SERVICES, INC. Jeffrey holds several industry certifications, including the Series 6, 7, 24, 26, 63 and 65 licenses. Jeffrey offers a wide range of financial services to clients, including financial planning, asset allocation programs, 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
NJ
09/01/2020 - Present
MML Investors Services, LLC (East Windsor NJ)
NJ
10/26/1990 - 06/04/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
NY
10/19/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
IA
Issued 06/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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