Unclaimed
Joseph Allan Jenkins is a financial advisor registered with MML Investors Services, LLC. Joseph has been in the financial services industry since 2008 and is currently registered in 20 states. Joseph specializes in providing financial advice to individuals, businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and trusts. Joseph has extensive experience in financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting. Prior to joining MML Investors Services, LLC, Joseph worked for Northwestern Mutual Investment Services, LLC.
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
MN
04/17/2021 - Present
MML Investors Services, LLC (Minneapolis MN)
WI
03/03/2008 - 07/21/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUDSON WI)
IA
Issued 11/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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