Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Klimaszewski is a financial advisor with over 30 years of experience in the financial services industry. Steven is currently registered with MML Investors Services, LLC. Prior to joining MML Investors Services, LLC, Steven worked at Kestra Investment Services, LLC for 20 years. Steven is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. He has also completed the Securities Industry Essentials Examination. Steven specializes in providing financial planning and investment advice to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals. Steven is also a licensed insurance agent and offers life, disability, long-term care, fixed annuities, and health insurance products.
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
08/07/2023 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
12/16/2003 - 08/07/2023
KESTRA INVESTMENT SERVICES, LLC (Elmsford NY)
MA
10/22/1992 - 12/17/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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