Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kowalski is a financial professional with over 20 years of experience in the financial industry. Brian is currently registered with MML Investors Services, LLC and has been with the firm for over 11 years. Prior to this, Brian held positions at Saybrus Equity Services, Inc, Phoenix Equity Planning Corporation, Liberty Life Distributors LLC, AXA Distributors, LLC and Vanguard Marketing Corporation. Brian is a licensed Series 6, 63, and 6TO representative and has a SIE designation. Brian is also an Investment Advisor Representative. Brian specializes in providing financial advice to individuals, corporations, charitable organizations, trusts and insurance companies.
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
MA
04/26/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
12/09/2010 - 04/05/2019
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
09/15/2010 - 10/04/2010
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
02/02/2005 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NH
05/21/2004 - 02/28/2005
LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)
NC
10/24/2000 - 04/26/2004
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
PA
01/28/1999 - 10/27/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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