Unclaimed
Kevin Ellsworth-myers is an investment advisor representative with MML Investors Services, LLC. Kevin is a registered representative in the state of Ohio, and has licenses to sell insurance in the state of Ohio. Kevin has been working in the financial services industry since 2021 and has passed a series of securities and industry exams. Kevin is a registered representative in 14 states and is also an active Investment Advisor Representative in the state of Ohio.
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
09/28/2021 - Present
MML Investors Services, LLC (BOARDMAN OH)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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