Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kotula is a financial professional with over 15 years of experience in the industry. Matthew is registered with MML Investors Services, LLC, and has a series 6, 7, and 63 license. Matthew is a Certified Financial Planner and has a strong track record of helping clients achieve their financial goals. Matthew has experience working with individuals, businesses, and institutions. Matthew provides a variety of financial services, including financial planning, investment management, and insurance.
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
NY
05/14/2021 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
03/14/2016 - 12/23/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NJ
05/09/2014 - 02/04/2016
MML INVESTORS SERVICES, LLC (EDISON NJ)
NY
06/20/2006 - 04/11/2014
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NY
06/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)
BC
Issued 05/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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