Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Samuel Perry is a financial advisor registered with MML Investors Services, LLC. Jonathan has been in the securities industry since August 13, 2007, and has a Series 6, 7, 63, and SIE license. Jonathan holds a Chartered Financial Consultant designation. Jonathan is also an insurance agent with Mass Mutual Life Insurance Company. Jonathan has been with MML Investors Services, LLC since March 2011. Prior to that, Jonathan worked for Northwestern Mutual Investment Services, LLC in New York, New York. Jonathan is registered in the states of Arizona, California, Colorado, Connecticut, Delaware, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, and Texas.
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
06/07/2019 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
NY
06/26/2007 - 02/16/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 4/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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