Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeredith? Claim Your ProfileJeredith Nolan is a financial professional with over 28 years of experience in the industry. Jeredith has a Series 6, 7, and 63 licenses as well as the SIE. Jeredith is currently registered with MML Investors Services, LLC in New York and Texas. Jeredith also has outside insurance licensing through MassMutual Life Insurance Co. Jeredith has previously been registered with MSI Financial Services, Inc., New England Securities, and Metlife Securities Inc. in New York. Jeredith specializes in offering financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation programs, and educational seminars.
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
NY
03/23/2022 - Present
MML Investors Services, LLC (AMHERST NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
05/06/2010 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NY
03/14/1994 - 05/12/2010
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
03/14/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WILLIAMSVILLE NY)
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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