Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McCreery is a registered representative of MML Investors Services, LLC, with over 30 years of experience in the financial services industry. Jeffrey McCreery's professional background includes roles at New England Securities and MONY Securities Corporation. Jeffrey McCreery holds FINRA Series 7, 6 and 24 licenses and is currently registered in Ohio, Florida and Maryland. Jeffrey McCreery provides financial planning, portfolio management, and pension consulting services for individual and corporate clients.
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
OH
04/03/2009 - Present
MML Investors Services, LLC (BOARDMAN OH)
OH
04/28/2000 - 01/26/2009
NEW ENGLAND SECURITIES (POLAND OH)
NY
08/27/1991 - 05/31/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 12/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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