Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Kwartner is a financial professional with over 10 years of experience in the industry. Clifford is currently registered with MML Investors Services, LLC and has been with the firm since March 2015. Prior to joining MML Investors Services, LLC, Clifford was with EQUITY SERVICES, INC. from March 2009 to April 2013. Clifford is a Series 6, 7, 24, and 63 licensed professional. Clifford has a broad range of experience in financial planning, portfolio management for individuals and businesses, 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
MD
03/17/2015 - Present
MML Investors Services, LLC (ROCKVILLE MD)
MD
03/26/2009 - 04/24/2013
EQUITY SERVICES, INC. (HUNT VALLEY MD)
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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