Unclaimed
Joshua Jenkins is a financial advisor with MML Investors Services, LLC. Joshua is a registered representative, an investment advisor representative, and holds Series 6, Series 7, Series 63, and Series 65 licenses. Joshua joined MML Investors Services, LLC in 2015. Previously, Joshua was employed by Equity Services, Inc. in Media, PA. Joshua's areas of specialization include retirement planning, college savings, and estate planning. Joshua is also a Chartered Financial Consultant. Joshua provides a variety of financial services to individuals and businesses, including financial planning, investment management, and insurance.
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
PA
01/07/2015 - Present
MML Investors Services, LLC (KENNETT SQUARE PA)
PA
03/07/2013 - 12/01/2014
EQUITY SERVICES, INC. (MEDIA PA)
IA
Issued 07/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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