Unclaimed
John Yerkes has been in the financial services industry since May 2, 2000. John is currently registered with MML Investors Services, LLC in New York and Texas. John is also registered as an Investment Advisor Representative in New York and Texas. Prior to joining MML Investors Services, LLC, John was employed by MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. John is also a licensed independent insurance agent. John is a Series 7, Series 6, and Series 63 licensed representative.
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
07/08/2024 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
11/02/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
11/02/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
05/03/2000 - 11/13/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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