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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 Thomas Rodd is a financial advisor currently registered with MML Investors Services, LLC. Jeffrey has been working in the financial services industry since February 19, 2014. Jeffrey has been registered with MML Investors Services, LLC since March 25, 2017. Prior to that, Jeffrey was with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Jeffrey has passed both the Series 66 and Series 7 exams. Jeffrey specializes in asset allocation programs, financial planning, pension consulting, and educational seminars. Jeffrey is a Certified Financial Planner and holds registrations in 23 states.
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
01/05/2021 - Present
MML Investors Services, LLC (Cincinnati OH)
OH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
02/20/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CINCINNATI OH)
BOTH
Issued 05/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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