Unclaimed
Kevin Michael Curran is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with MML Investors Services, LLC, and has been with the firm since March 2017. Prior to joining MML Investors Services, LLC, Kevin worked with several firms, including MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company and Nathan & Lewis Securities, Inc. Kevin provides financial planning, asset allocation programs, portfolio management and educational seminars for individuals, businesses, and corporations. Kevin is licensed to provide securities and investment advisory services in Pennsylvania.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
02/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
02/01/2005 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
08/09/2005 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
08/01/2003 - 09/05/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/01/2005 - 08/05/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
02/10/2003 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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