Unclaimed
Kevin John Canfield is a financial advisor with MML Investors Services, LLC based in Moosic, Pennsylvania. Kevin has been working in the financial industry since 1992. In addition to his financial advisor role, Kevin is also a registered representative of MSI FINANCIAL SERVICES, INC. and Metropolitan Life Insurance Company. Kevin has a wide range of experience in the financial industry, including investment company products and variable contracts. He is also licensed to sell life, health, group life and group health insurance products.
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
PA
03/25/2017 - Present
MML Investors Services, LLC (MOOSIC PA)
PA
11/12/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOOSIC PA)
PA
11/12/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TUNKHANNOCK PA)
BC
Issued 12/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Canfield is the right advisor for you? Invested Better is here to help.