Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kurtzman is a financial advisor associated with MML Investors Services, LLC. Steven has been in the financial industry since April 2004. Steven's previous firms include MSI Financial Services, Inc. and MetLife Investors Distribution Company. Steven offers a variety of services to clients, including asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
12/21/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BLOOMFIELD CT)
CT
05/17/2006 - 12/10/2007
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
CA
03/23/2004 - 05/25/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 11/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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