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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Stephens is a financial advisor with MML Investors Services, LLC and has been working in the financial industry for over 14 years. Jesse Stephens has offices in Lynchburg, Virginia, and Virginia Beach, Virginia. Jesse Stephens is a registered representative with FINRA and licensed to provide investment advice in 30 states. Jesse Stephens specializes in providing financial planning services, asset allocation programs, pension consulting, and educational seminars to individuals, businesses, insurance companies, trusts, foundations, endowments, charitable organizations, and pension and profit sharing plans.
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
VA
02/23/2011 - Present
MML Investors Services, LLC (LYNCHBURG VA)
IA
Issued 02/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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