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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Jones is a financial advisor currently registered with MML Investors Services, LLC. Philip has over 35 years of experience in the financial services industry. Philip specializes in providing financial planning, portfolio management, and asset allocation programs to a variety of clients, including high-net-worth individuals, corporations, and trusts. Philip is also a registered investment advisor in Maryland and Texas.
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
MD
05/04/2022 - Present
MML Investors Services, LLC (Bethesda MD)
MD
06/08/2009 - 05/03/2022
PARK AVENUE SECURITIES LLC (CHEVY CHASE MD)
VA
11/01/2007 - 06/01/2009
SPIRE SECURITIES, LLC (MCLEAN VA)
VA
09/19/2006 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)
NC
03/03/2006 - 06/30/2006
AMERICAN SECURITIES GROUP, INC. (CHARLOTTE NC)
IA
12/07/2001 - 02/02/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
PA
12/04/1998 - 12/06/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NJ
03/28/1991 - 01/04/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/07/1987 - 02/26/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
12/24/1985 - 07/27/1987
DERAND INVESTMENT CORPORATION OF AMERICA
IA
Issued 07/09/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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