Unclaimed
Jessica Anne German is a financial professional with over 7 years of experience in the industry. Jessica is currently registered with MML Investors Services, LLC in Westport, CT. She previously held positions at MSI Financial Services, INC. and New England Securities. Jessica has passed the Series 6, Series 7, and Securities Industry Essentials Examination exams. Her areas of specialization include Fixed Annuities, Variable Annuities, Mutual Funds, and Life Insurance.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (WESTPORT CT)
CT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WESTPORT CT)
CT
08/13/2010 - 01/02/2015
NEW ENGLAND SECURITIES (WESTPORT CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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