Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Urbanek is a financial professional with over 24 years of experience in the financial services industry. Constance currently works with MML Investors Services, LLC and is registered in 53 states and territories. Constance has been registered with MML Investors Services, LLC since 2017. Previously, Constance worked with MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, METROPOLITAN LIFE INSURANCE COMPANY, and PRINCOR FINANCIAL SERVICES CORPORATION. Constance is a Registered Representative and Investment Advisor Representative. Constance holds the Series 4, Series 6, Series 7, Series 24, Series 53 and SIE licenses. Constance is also qualified to provide financial planning, educational seminars, and pension consulting. Constance Urbanek has a strong background in providing financial services to individuals 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
TX
03/25/2017 - Present
MML Investors Services, LLC (Dallas TX)
TX
02/10/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
12/17/2012 - 01/02/2015
NEW ENGLAND SECURITIES (DALLAS TX)
TX
02/10/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
IA
03/09/1998 - 02/14/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
11/14/1997 - 02/24/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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