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 financial advisor registered with MML Investors Services, LLC since January 2020. Kurt has been in the financial services industry since March 2005. Kurt is licensed to sell securities in 20 states, including Texas, where Kurt is also registered as an Investment Advisor Representative. Kurt specializes in providing financial advice to individuals, families, and businesses.
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
01/10/2020 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
09/20/2010 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
MA
03/30/2005 - 09/21/2010
METLIFE SECURITIES INC. (HINGHAM MA)
MA
03/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NORWOOD MA)
BC
Issued 03/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Lovell is the right advisor for you? Invested Better is here to help.
