Unclaimed
Jesse Michael Polk is a financial advisor with MML Investors Services, LLC, a firm that has been in business for over 100 years and has over 7,000 advisors. Jesse has been in the industry since 2010 and is registered to offer securities and investment advisory services in Florida, Illinois, and Minnesota. Jesse has a Series 6, Series 63 and SIE license. Jesse also has experience working with corporations and businesses in addition to high net worth individuals, insurance companies and charitable organizations. Jesse offers a variety of financial services to clients, including financial planning, portfolio management, and asset allocation. Jesse holds a Bachelor of Science degree in Business Administration.
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
MN
12/04/2013 - Present
MML Investors Services, LLC (Plymouth MN)
BC
Issued 12/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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