Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mcelroy Jarboe is a financial advisor with MML Investors Services, LLC in Lexington, KY. Thomas has over 20 years of experience in the financial services industry and holds the Series 7, Series 24, and Series 66 licenses. Thomas has worked with a variety of clients, including individuals, corporations, and pension and profit-sharing plans. Thomas also holds a license to sell fixed life, health, and disability insurance. Thomas is a dedicated professional who is committed to providing his clients with the highest quality financial advice and service.
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
KY
02/03/2015 - Present
MML Investors Services, LLC (Lexington KY)
KY
06/30/2005 - 10/05/2009
LPL FINANCIAL CORPORATION (LEXINGTON KY)
NY
08/13/2002 - 07/08/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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