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Licensing

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, 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 1800, 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 1800, 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 MassMutual's Special Care Planner course.

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