Unclaimed
Jeffrey Karwic is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Global Atlantic Distributors, LLC and has previously been registered with MML Strategic Distributors, LLC, MML Investors Services, LLC, Prudential Annuities Distributors, Inc., Hartford Securities Distribution Company, Inc., and Hartford Equity Sales Company Inc. Jeffrey holds a Series 6 and Series 26 license and has successfully passed the Securities Industry Essentials Examination (SIE).
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.
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.
1
2
CT
06/02/2016 - Present
Global Atlantic Distributors, LLC (HARTFORD CT)
MA
02/27/2014 - 05/18/2016
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
11/21/2012 - 05/18/2016
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
07/12/2011 - 03/20/2012
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
10/09/2007 - 06/08/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (WINDSOR CT)
CT
04/29/1997 - 02/29/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 05/08/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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