Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yousef? Claim Your ProfileYousef Jaffer Surmawala is an investment advisor representative with MML Investors Services, LLC. He has been in the industry since 1984 and is currently registered with the states of Alabama, California, District of Columbia, Florida, Georgia, Maryland, New York, North Carolina, Ohio, Oregon, Texas, and Virginia. He is also registered with the Financial Industry Regulatory Authority (FINRA). Yousef Jaffer Surmawala is licensed to sell securities and variable insurance products. He offers a range of services, including financial planning, portfolio management, and asset allocation. He is also licensed to sell life, disability, long-term care, fixed annuities, and health insurance products.
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
FL
04/05/2017 - Present
MML Investors Services, LLC (Plantation FL)
FL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CORAL GABLES FL)
FL
03/03/1987 - 01/02/2015
NEW ENGLAND SECURITIES (CORAL GABLES FL)
NA
08/03/1984 - 03/13/1987
GUARDIAN INVESTOR SERVICES CORPORATION
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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