Jeffrey Goldstein
Jeffrey Goldstein is a registered investment advisor at MML Investors Services, LLC, based in Peachtree Corners, GA, with 23 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3720 DaVinci Court, Suite 150, Peachtree Corners, GA, 30092
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Jeffrey makes referrals for structured settlements since 2017, dedicating minimal time. He is also an agent for individual life insurance since 2016, spending a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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