Unclaimed
Alexander Pezzulo is a financial professional with over 25 years of experience in the industry. Alexander is currently registered with MML Investors Services, LLC and is licensed in 8 states. Alexander has held previous positions at Allstate Financial Services, LLC and Securian Financial Services, Inc. Alexander specializes in working with high-net-worth individuals, corporations, and pension and profit sharing plans. Alexander holds several professional licenses and designations, including the Series 6, 62, and 63 securities licenses. Alexander is committed to providing clients with personalized financial advice and investment solutions.
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
CT
01/30/2023 - Present
MML Investors Services, LLC (WEST HARTFORD CT)
CT
04/02/2003 - 01/27/2023
ALLSTATE FINANCIAL SERVICES, LLC (ROCKY HILL CT)
MN
04/21/1997 - 04/09/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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