Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Karlik is a financial professional with over 14 years of experience in the financial services industry. Donald is currently registered with MML Investors Services, LLC and is licensed to sell securities in 26 states. Donald also holds the Series 6, Series 7, and SIE securities licenses. Previously, Donald was registered with MSI Financial Services, Inc. Donald's areas of expertise include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Donald specializes in serving the needs of high-net-worth individuals, corporations and businesses, individuals other than high-net-worth, pension and profit-sharing plans, trusts, foundations and endowments, insurance companies, and charitable organizations.
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
NY
05/30/2023 - Present
MML Investors Services, LLC (SYRACUSE NY)
NY
05/29/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SYRACUSE NY)
BC
Issued 06/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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