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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 Rotman is a financial advisor with Mml Investors Services, LLC. Jeffrey is registered with the state of Florida and has over 30 years of experience in the industry. Jeffrey has a Series 6, Series 63, and Series 65 license. Jeffrey has also passed the Securities Industry Essentials Exam. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Jeffrey is also involved in outside insurance business, providing insurance consulting services on an hourly rate basis. Jeffrey has experience working with clients of all types including high net worth individuals, pension and profit-sharing plans, and corporations. Jeffrey's firm is located in Boca Raton, FL.
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 8/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/5/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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