Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Broussard is a financial professional with over 20 years of experience in the industry. Bart holds a Series 6, 7, and 63 license, as well as the SIE Exam. Bart is a Certified Financial Planner and currently works for MML Investors Services, LLC. Bart has been registered with MML Investors Services, LLC since March 2017. Bart is also a licensed insurance agent. In addition to working as a financial advisor, Bart is active in the community and has been a member of the Lake Lots in Rienzi Place Homeowner's Association since March 2009, where he currently serves as treasurer. Bart is also a member of the Broussard Capital Holdings LLC and Broussard Timber Holdings LLC.
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
LA
03/25/2017 - Present
MML Investors Services, LLC (THIBODAUX LA)
LA
01/20/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (THIBODAUX LA)
LA
01/20/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (THIBODAUX LA)
BC
Issued 02/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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