Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan P. Worobow is a registered representative with MML Investors Services, LLC, and has been in the financial services industry since 2007. Jonathan is currently registered with the state of Connecticut as both a broker-dealer and an investment advisor representative. Jonathan also has previous experience with Park Avenue Securities LLC, MetLife Securities Inc. and Northwestern Mutual Investment Services, LLC. Jonathan has passed several industry exams including the Series 6, Series 63, Series 65, and the SIE exam. Jonathan also holds licenses in Connecticut, California, Florida, New Hampshire, New York and Ohio. Jonathan's area of expertise includes financial planning, portfolio management, and pension consulting. Jonathan is committed to providing personalized financial advice to his clients.
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
11/17/2020 - Present
MML Investors Services, LLC (Hamden CT)
CT
11/14/2012 - 07/23/2015
PARK AVENUE SECURITIES LLC (MADISON CT)
CT
04/23/2008 - 10/30/2012
METLIFE SECURITIES INC. (GLASTONBURY CT)
CT
06/04/2007 - 04/02/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
IA
Issued 10/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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