Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kalasardo is a financial professional with MML Investors Services, LLC in Walnut Creek, CA. Donald is a registered representative with FINRA. Donald specializes in financial planning, pension consulting, and educational seminars. Donald is also registered to offer a broad array of investment products.
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
CA
06/18/2024 - Present
MML Investors Services, LLC (Walnut Creek CA)
BC
Issued 06/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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