Unclaimed
Jonathan Cobb is a financial advisor with over 10 years of experience. Jonathan is currently registered with MML Investors Services, LLC. Jonathan has been with MML Investors Services, LLC since February 2013. Prior to that, Jonathan was registered with New England Securities from June 2008 to January 2013. Jonathan holds Series 7 and Series 66 licenses. Jonathan is a member of the Financial Industry Regulatory Authority (FINRA) and has been licensed since 2008.
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
PA
05/03/2013 - Present
MML Investors Services, LLC (HORSHAM PA)
PA
06/25/2008 - 01/03/2013
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BOTH
Issued 07/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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