Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lucas Bonczkowski is a financial advisor with MML Investors Services, LLC. Paul is based in Latham, NY and has been in the financial services industry since 1973. Paul has a strong track record of helping individuals and families achieve their financial goals. Paul is committed to providing personalized financial advice and guidance to his clients.
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
03/25/2017 - Present
MML Investors Services, LLC (LATHAM NY)
NY
11/03/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LATHAM NY)
NY
06/07/1973 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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