Unclaimed
Adam Bukowski is a financial advisor with MML Investors Services, LLC. Adam has been in the industry since July 2011 and holds the Series 6, Series 63, and Series 65 licenses. Adam is registered with the state of Texas as a Registered Representative and an Investment Advisor Representative, in addition to many other states. Adam’s areas of expertise include portfolio management for businesses and individuals, financial planning, and pension consulting. Adam also offers educational seminars and asset allocation programs.
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
IL
12/03/2020 - Present
MML Investors Services, LLC (Lisle IL)
IL
06/15/2011 - 03/25/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AURORA IL)
IA
Issued 08/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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