Unclaimed
John Clement Curvin is a financial professional with over 25 years of experience in the financial services industry. John has been registered with MML Investors Services, LLC since 2017 and previously held registrations with MSI Financial Services, INC. and Metropolitan Life Insurance Company. John is a Chartered Financial Consultant and holds a Series 6, Series 7, and Series 63 licenses. John's specializations include retirement planning, college savings, estate planning, insurance, and financial planning. John is also an independent insurance agent and is affiliated with SFG Consultants.
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
11/29/2018 - Present
MML Investors Services, LLC (AMHERST NY)
NY
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WILLIAMSVILLE NY)
NJ
12/15/1997 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
05/09/1996 - 01/08/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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