Unclaimed
Kevin Michael Grant is a financial advisor with MML Investors Services, LLC. Kevin is a registered representative in Connecticut and Massachusetts. He has been working in the financial industry since January 2023. Kevin has passed the Series 7TO, SIE, and Series 66 exams. He offers financial planning services, portfolio management, pension consulting, and educational seminars. Kevin is also a member of the United States Navy Reserve.
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
01/16/2024 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
01/19/2023 - 12/31/2023
TD PRIVATE CLIENT WEALTH LLC (Springfield MA)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Grant is the right advisor for you? Invested Better is here to help.