Kari Jarmuz (CRD# 1307509) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kennett Square, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Kennett Square, PA | Oct 2015 - Current | 8 |
| Massmutual | Kennett Square, PA | Sep 2015 - Current | 8 |
| Unemployed | Kennett Square, PA | Feb 2015 - Sep 2015 | < 1 |
| Elite Group | Malvern, PA | Apr 2014 - Feb 2015 | < 1 |
| Unemployed | Kennett Square, PA | Feb 2013 - Apr 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- PA
-
Total Assets Under Management58,787MILLIONS
-
Total Number of Accounts326,297ACCOUNTS
-
Average Account Value$180,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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