Unclaimed
Mark Daniel Krupkowski is a financial advisor with over 40 years of experience in the financial services industry. Mark is currently registered with MML Investors Services, LLC, and has been with the firm since March 2017. Prior to that, Mark was employed at MSI Financial Services, Inc. from January 2015 to March 2017, New England Securities from August 2007 to January 2015, AXA Advisors, LLC from June 2005 to August 2007, and MONY Securities Corporation from March 1984 to June 2005. Mark holds Series 6, 7, 63, and 65 licenses, as well as the SIE license, and is registered with the state of Maine, Rhode Island, and Texas. Mark is a Registered Representative with MML Investors Services, LLC, and an Investment Advisor Representative with MML Investors Services, LLC.
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
06/19/2017 - Present
MML Investors Services, LLC (NORTH ANDOVER MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NORTH ANDOVER MA)
MA
08/01/2007 - 01/02/2015
NEW ENGLAND SECURITIES (NORTH ANDOVER MA)
MA
06/01/2005 - 08/10/2007
AXA ADVISORS, LLC (NORTH ANDOVER MA)
NY
03/19/1984 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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