Broker Check

Licensing

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

How We Work

We have relationship managers licensed to solicit insurance products in: CA,FL, NJ, NV, NY, OH and TX.

We have relationship managers licensed to solicit securities in: AL, CA, FL, GA, LA, NJ, NV, NY, TX and UT.

We can not communicate with, nor respond to, requests from those who reside in states where we are not licensed to conduct insurance and/or securities business.

Lawrence G. Katz

Lawrence Katz is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 3 Greenway Plaza, Suite 1500, Houston, Texas 77046, 713-402-3800.

Lawrence Katz holds the following:
Degrees - Masters of Science in Financial Services
Designations - Certified Life Underwriter, Chartered Financial Consultant,
FINRA Registrations - Series 1
Licenses - Group 1 Insurance License

California License Information
Name: Lawrence Gilbert Katz
Domicile State: Texas
CA Insurance License Number: 0H52561

Walter E. Katz

Walter Katz is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 3 Greenway Plaza, Suite 1500, Houston, Texas 77046, 713-402-3800.

Walter Katz holds the following:
Designations - CERTIFIED FINANCIAL PLANNERTM professional, Chartered Financial Consultant, Chartered Life Underwriter,Certified Long-Term Care Consultant, Accredited Investment Fiduciary
FINRA Registrations - Series 7, Series 63, Series 65
Licenses - Group 1 Insurance License
Degrees - B.A. in Business Administration
Titles - Walter received his Special Care Planner certificate from Mass Mutual's Special Care Planner course.

California License Information
Name: Walter Everett Katz
Domicile State: Texas
CA Insurance License Number: 0B32009