Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Kurzeja is a financial advisor with over 20 years of experience in the industry. Joseph currently works with MML Investors Services, LLC. Joseph has worked with a number of firms including MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, Nathan & Lewis Securities, Inc., and Pruco Securities Corporation. Joseph holds a Series 6, 7, 24, 53, 63 and 66 license and is registered in New Jersey.
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
NJ
03/25/2017 - Present
MML Investors Services, LLC (Avenel NJ)
NJ
01/31/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOMERSET NJ)
NJ
01/31/2005 - 01/02/2015
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
01/04/2007 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
08/01/2003 - 09/05/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
01/31/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
04/11/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
04/07/1998 - 04/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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