Unclaimed
Jonathan Dean Mabb is a financial advisor currently registered with MML Investors Services, LLC. Jonathan has been in the securities industry since June 26, 2005. Jonathan is licensed to provide advisory services in 15 states. Jonathan's previous experience includes time at MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Jonathan is also a registered agent with MassMutual Life Insurance Company and provides outside insurance sales in addition to securities advice.
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
AZ
05/22/2017 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
06/27/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
06/27/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MESA AZ)
BC
Issued 06/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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