Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kozlak is a financial advisor with MML Investors Services, LLC located in Springfield, MA. Daniel has been working in the financial services industry since 2008. Daniel has a strong background in financial planning, portfolio management, and insurance products. Daniel is a Series 7, Series 66, and Series 24 licensed representative, and is committed to providing customized financial solutions to meet the needs of his 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
MA
06/14/2019 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
12/10/2008 - 06/25/2015
INFINEX INVESTMENTS, INC. (MERIDEN CT)
BOTH
Issued 12/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kozlak is the right advisor for you? Invested Better is here to help.
