Unclaimed
John Lucien Kashmanian is a financial advisor working with MML Investors Services, LLC. John has been in the industry for over 7 years and holds the Series 7, Series 66, and SIE licenses. John works with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. John provides financial planning, portfolio management, and other advisory services. John previously worked with MSI Financial Services, Inc. John is registered in 21 states and the District of Columbia, including Arizona, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, and Virginia.
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
RI
05/19/2021 - Present
MML Investors Services, LLC (WARWICK RI)
MA
02/17/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
BOTH
Issued 11/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Kashmanian is the right advisor for you? Invested Better is here to help.