Jordan Plesser (CRD# 7538491) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greenvale, NY and has 1 year of experience in the finance industry.
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | East Hills, NY | Apr 2022 - Current | 2 |
| Massmutual Life Insurance Company | East Hills, NY | Apr 2022 - Current | 2 |
| Blue Ocean Wealth Solutions | East Hills, NY | Dec 2021 - Apr 2022 | < 1 |
| Unemployed | Woodmere, NY | Nov 2021 - Dec 2021 | < 1 |
| Kremin Law Pc | Melville, NY | Feb 2021 - Oct 2021 | < 1 |
| Brickman Associates | New York, NY | Aug 2019 - Jan 2021 | 1 |
| Unemployed | Woodmere, NY | Jun 2019 - Aug 2019 | < 1 |
| Compass | New York, NY | Sep 2018 - Jun 2019 | < 1 |
| Brickman Associates | New York, NY | Sep 2015 - Aug 2018 | 2 |
| Unemployed | Woodmere, NY | Dec 2014 - Aug 2015 | < 1 |
| Katz & Matz Pc | New York, NY | Sep 2014 - Dec 2014 | < 1 |
| Unemployed | Woodmere, NY | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NY
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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