Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tokarz is a financial advisor with MML Investors Services, LLC. Paul is registered with the Securities and Exchange Commission and holds Series 6, 7, 24, 63, and 65 licenses. He is also a Chartered Financial Consultant. Paul provides financial planning, portfolio management, and asset allocation services to individuals, businesses, and institutional clients. He has over 10 years of experience in the financial services industry.
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
IL
07/21/2017 - Present
MML Investors Services, LLC (CHICAGO IL)
IL
11/30/2012 - 01/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IA
Issued 02/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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