Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flora? Claim Your ProfileFlora Kam is a financial advisor in SAN JOSE, CA. Flora has been in the financial services industry since April 2004. Flora is currently registered with MML Investors Services, LLC. Flora previously worked at MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Flora is a Certified Financial Planner.
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
10/25/2018 - Present
MML Investors Services, LLC (SAN JOSE CA)
CA
04/12/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN JOSE CA)
NJ
04/12/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EDISON NJ)
IA
Issued 04/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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