Unclaimed
Brett Douglas Kovach is a financial advisor registered with MML Investors Services, LLC. Brett has been in the financial services industry since 2003 and is licensed to offer securities and investment advisory services in multiple states. Prior to joining MML Investors Services, LLC, Brett worked for Northwestern Mutual Investment Services, LLC, AXA Advisors, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Brett holds the Series 66, Series 7 and SIE licenses. Brett’s focus is on providing financial planning and investment advisory services for individuals, families, and businesses.
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
PA
09/12/2024 - Present
MML Investors Services, LLC (Greensburg PA)
PA
08/27/2007 - 10/02/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CONNELLSVILLE PA)
NY
10/24/2005 - 02/21/2006
AXA ADVISORS, LLC (NEW YORK NY)
MN
08/13/2003 - 10/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/2003 - 10/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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