Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Koppelkiernan is an active Investment Advisor Representative and Registered Representative associated with MML Investors Services, LLC. Barbara has been in the industry since 1985, and has experience in various roles with firms such as MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Barbara holds multiple licenses, including Series 6, Series 63, and SIE. Barbara has been registered with MML Investors Services, LLC since March 2017. Barbara has a long history of experience in the financial services industry and is committed to providing high-quality service to clients.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
11/25/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
04/09/1985 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GARDEN CITY NY)
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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