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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Jacob is a financial advisor at MML Investors Services, LLC, with over 38 years of experience in the financial services industry. Matthew has extensive experience in providing financial planning services, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. He is also a Certified Financial Planner. Matthew has previously worked at CADARET, GRANT & CO., INC., Pinnacle Investments, LLC, and American Capital Corporation. Matthew has a strong track record of success and is committed to providing his clients with personalized, high-quality 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
NY
06/14/2021 - Present
MML Investors Services, LLC (LIVERPOOL NY)
NY
02/22/2012 - 05/20/2016
PINNACLE INVESTMENTS, LLC (SYRACUSE NY)
NY
01/19/1993 - 02/03/2012
CADARET, GRANT & CO., INC. (LIVERPOOL NY)
PA
01/07/1991 - 12/31/1992
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NY
07/05/1989 - 11/13/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
05/02/1984 - 04/21/1989
FIRST INVESTORS CORPORATION
BC
Issued 05/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/08/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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