Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Evan Karlitz is an active Registered Representative (Series 6, 7, 63, 65, 66, and SIE) and Investment Advisor Representative, licensed in 53 states and the District of Columbia. Paul is a financial advisor with MML Investors Services, LLC, where he has worked since 2007. Paul has over 25 years of experience in the securities industry. Prior to MML Investors Services, Paul worked for Park Avenue Securities LLC and Guardian Investor Services Corporation. Paul specializes in providing financial advice to individuals, corporations, trusts, foundations, endowments, insurance companies, and pension plans. He offers a variety of services including financial planning, asset allocation programs, portfolio management, and educational seminars. In addition to his role at MML Investors Services, Paul is also a licensed insurance broker.
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
08/10/2021 - Present
MML Investors Services, LLC (BEVERLY HILLS CA)
NY
05/03/1999 - 02/23/2007
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/01/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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