Unclaimed
Michael Jones is a financial advisor registered with MML Investors Services, LLC in Shelton, CT. Michael is also an independent insurance agent offering a range of insurance products in addition to his work with MML Investors Services, LLC. Michael has been working in the financial services industry since 1992. Michael's previous employers include MSI FINANCIAL SERVICES, INC. and Metropolitan Life Insurance Company. Michael holds Series 6, 7, 63, and 66 securities licenses. Michael is also a Certified Financial Planner.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
03/03/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
03/03/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MN
01/29/1992 - 03/06/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 01/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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