Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Lovell is a registered representative with MML Investors Services, LLC. Kurt has been in the financial services industry since 2000. Kurt is a Series 6, 7, 24 and 63 licensed professional. Kurt has experience with Asset Allocation Programs, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Kurt is registered in California, Florida, Massachusetts and Vermont. Kurt was previously registered with MSI Financial Services, Inc., New England Securities, MetLife Securities Inc. and Metropolitan Life Insurance Company. Kurt's specializations include 1, 2, 3, 4, 5, 6.
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 (WELLESLEY MA)
MA
04/04/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
03/21/2011 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
MA
01/20/2000 - 03/22/2011
METLIFE SECURITIES INC. (NORWOOD MA)
MA
01/20/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NORWOOD MA)
BC
Issued 01/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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