Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Mandel is a financial advisor with MML Investors Services, LLC based in San Antonio, Texas. Jeremy has been in the industry since 2008 and is registered in 19 states. Jeremy has experience with both financial planning and portfolio management and specializes in providing advice for a variety of clients including individuals, businesses, trusts, and retirement plans. Prior to joining MML Investors Services, Jeremy worked for ProEquities, Inc. and Securian Financial Services, Inc.
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
TX
10/10/2018 - Present
MML Investors Services, LLC (San Antonio TX)
TX
04/17/2013 - 10/19/2017
PROEQUITIES, INC. (SAN ANTONIO TX)
TX
01/31/2008 - 04/18/2013
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 12/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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