Unclaimed
Jonathan Mull is a financial advisor with MML Investors Services, LLC. Jonathan is a Registered Representative and Investment Advisor Representative. Jonathan is licensed to provide investment advice in 27 states. Jonathan's has been in the industry since 2016. Jonathan's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan has a variety of experience including time spent at MassMutual Life Insurance Co, OXO International and MML Investors Services, LLC.
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
04/26/2016 - Present
MML Investors Services, LLC (CENTER VALLEY PA)
BOTH
Issued 03/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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