Unclaimed
Jonathan Whitmore Hagan is a registered representative and investment advisor representative with MML Investors Services, LLC. Jonathan has been in the financial services industry for over 1 year. Jonathan is licensed in Tennessee. Jonathan has passed the Series 66, Series 7TO and SIE exams. Jonathan is located in Brentwood, Tennessee, where he works for MML Investors Services, LLC. Jonathan specializes in Asset Allocation Programs, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Jonathan's experience and expertise make him a valuable resource for clients seeking financial 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
TN
08/29/2024 - Present
MML Investors Services, LLC (BRENTWOOD TN)
BOTH
Issued 08/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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