Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Svetik is a financial advisor with over 20 years of experience in the financial services industry. Paul is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Paul holds Series 6, Series 63 and SIE licenses, as well as being registered with the states of Florida, New Jersey, and New York. Paul is a member of the Massachusetts Mutual Life Insurance Company since March 2017. He specializes in financial planning, portfolio management, and insurance. Paul has worked for MSI Financial Services, Inc. from February 1997 to March 2017. He also worked for Metropolitan Life Insurance Company from February 1997 to July 2007. Paul has a strong commitment to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
NJ
03/25/2017 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
02/28/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
02/28/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
BC
Issued 09/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Svetik is the right advisor for you? Invested Better is here to help.
