Unclaimed
Thomas James Kunkle is an investment advisor representative with MML Investors Services, LLC, located in Chicago, Illinois. Thomas has been in the financial industry since 1994 and has experience working with individuals, businesses, pension and profit-sharing plans, trusts, foundations, and charitable organizations.
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
05/10/2022 - Present
MML Investors Services, LLC (CHICAGO IL)
IL
05/05/2014 - 11/02/2018
AMERICAN TRUST INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
07/02/2004 - 04/11/2014
LASALLE ST SECURITIES, L.L.C. (CHICAGO IL)
NY
07/20/2001 - 05/04/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
02/12/1998 - 11/04/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
03/14/1995 - 02/11/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CO
08/21/1992 - 03/08/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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