Unclaimed
Paul Wajda is a financial advisor associated with MML Investors Services, LLC. Paul has been in the industry since April 1995 and is registered in 20 states. Paul holds Series 6, 63, and 65 licenses, as well as the SIE exam. Paul offers financial planning and portfolio management for individuals and businesses. In addition to these services, Paul is also an agent for MassMutual Life Insurance 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
NY
09/01/2023 - Present
MML Investors Services, LLC (LATHAM NY)
NA
04/05/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 03/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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