Unclaimed
Donald Kuntzman is a registered representative with MML Investors Services, LLC. Donald has been in the financial services industry since April 1993. He is currently registered with the state of Ohio and Florida. His office is located at 3575 Forest Lake Drive Suite 180, Uniontown, Ohio. Donald has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. In addition to working with MML Investors Services, LLC, Donald also works as an insurance agent and serves as Vice President on the board of the Coach Home V Home Owners Association.
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
OH
03/25/2017 - Present
MML Investors Services, LLC (UNIONTOWN OH)
OH
04/14/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (UNIONTOWN OH)
OH
04/14/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (UNIONTOWN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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