Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kwok? Claim Your ProfileKwok Shan Lam is a financial professional with over 25 years of experience in the industry. Kwok is currently registered with MML Investors Services, LLC and is located in Peachtree Corners, Georgia. Kwok has previously worked with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Kwok specializes in various areas including Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
GA
03/25/2017 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
09/19/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/19/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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