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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wayne Hiltz is a financial advisor with MML Investors Services, LLC, located in Falmouth, Maine. Jonathan has been in the industry since February 23, 2000. Jonathan specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses. Jonathan is also a Certified Financial Planner.
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
ME
11/14/2022 - Present
MML Investors Services, LLC (Falmouth ME)
ME
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALMOUTH ME)
ME
07/27/2007 - 01/02/2015
NEW ENGLAND SECURITIES (FALMOUTH ME)
ME
06/01/2005 - 08/03/2007
AXA ADVISORS, LLC (YARMOUTH ME)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
02/24/2000 - 12/01/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/24/2000 - 12/01/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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