Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Kokkonen has been in the financial services industry since March 16, 1972. Matt is currently registered with MML Investors Services, LLC. Matt's registration with MML Investors Services, LLC began on July 23, 2001. Matt is also registered with FINRA and is a Registered Representative in California. Matt specializes in financial planning, asset allocation programs, pension consulting and portfolio management for individuals and businesses. Matt holds several licenses and designations including the Series 63, Series 65, Series 7TO, and the SIE. In addition to Matt's current firm, Matt has also been employed with GUARDIAN INVESTOR SERVICES CORPORATION and MUTUAL BENEFIT FINANCIAL SERVICE COMPANY.
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
CA
07/23/2001 - Present
MML Investors Services, LLC (SAN LUIS OBISPO CA)
NY
04/29/1975 - 04/04/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/14/1972 - 04/25/1975
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Matt Kokkonen is the right advisor for you? Invested Better is here to help.
