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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Kawczynski is a financial advisor with MML Investors Services, LLC, a Registered Investment Advisor firm. Kathleen has been in the financial services industry since 1989. Kathleen holds multiple licenses including Series 6, 7, 22, 62, and 63 as well as the SIE exam. Kathleen specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
OH
01/01/2000 - Present
MML Investors Services, LLC (Toledo OH)
OH
05/14/1991 - 12/31/1991
MFI INVESTMENTS CORP. (BRYAN OH)
PA
04/25/1988 - 10/22/1990
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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