Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertrand? Claim Your ProfileBertrand Hudnall is a financial advisor with MML Investors Services, LLC located in Charleston, South Carolina. Bertrand has been in the financial services industry since 2008. Previously, Bertrand has held roles at Transamerica Financial Advisors, Inc, Park Avenue Securities LLC, MML Investors Services, LLC, and NYLIFE Securities LLC. Bertrand is licensed to sell securities in 53 states and holds the Series 6, 7, 24, and 63 licenses. Bertrand specializes in providing financial planning, asset allocation programs, and investment management services to individuals, businesses, and pension plans.
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
SC
10/17/2014 - Present
MML Investors Services, LLC (CHARLESTON SC)
SC
01/09/2014 - 10/22/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (MOUNT PLEASANT SC)
SC
08/01/2012 - 11/12/2013
PARK AVENUE SECURITIES LLC (MT PLEASANT SC)
NC
05/20/2010 - 06/27/2012
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
SC
02/04/2008 - 05/17/2010
NYLIFE SECURITIES LLC (CHARLESTON SC)
BC
Issued 03/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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