Unclaimed
Kevin Kustelski is a registered representative with MML Investors Services, LLC. Kevin has been in the securities industry for over 10 years and holds Series 66, Series 7TO and SIE licenses. Kevin is registered in 15 states and has been working with individuals, corporations, trusts, foundations, and insurance companies, providing them with financial planning and portfolio management services. Kevin also offers asset allocation programs and educational seminars to his clients.
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
TX
08/15/2023 - Present
MML Investors Services, LLC (Spring Branch TX)
BOTH
Issued 07/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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