Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Milani is a financial advisor with MML Investors Services, LLC, based in Tampa, Florida. Jordan has been working in the financial industry since January 4, 2015. Jordan holds the Series 6, 7, 63 and 65 licenses and is registered in Florida, Michigan, Pennsylvania, Tennessee, and Texas. Jordan is also an insurance agent for Jordan Milani, Inv Rel. Prior to joining MML Investors Services, LLC, Jordan worked at Bankers Life Securities, Inc. and ProEquities, Inc.
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
FL
08/04/2021 - Present
MML Investors Services, LLC (TAMPA FL)
FL
05/26/2016 - 03/22/2021
BANKERS LIFE SECURITIES, INC. (Clearwater FL)
FL
01/05/2015 - 05/26/2016
PROEQUITIES, INC. (TARPON SPRINGS FL)
BC
Issued 01/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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