Unclaimed
Bosko Trputec is a financial advisor registered with both the state of Connecticut and Massachusetts. Bosko is currently employed with MML Investors Services, LLC and MML Strategic Distributors, LLC. Bosko has been in the financial services industry since March 7, 2013. Bosko's previous employers include PFS Investments Inc., Prudential Annuities Distributors, Inc, Fidelity Brokerage Services LLC, VOYA Financial Advisors, Inc., and MetLife Investors Distribution Company. Bosko's areas of expertise include retirement planning, college savings, and investment strategies. Bosko specializes in working with individuals, families, and businesses.
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
MA
07/26/2024 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
04/20/2020 - 12/31/2022
PFS INVESTMENTS INC. (NEWINGTON CT)
CT
05/04/2018 - 05/09/2018
PFS INVESTMENTS INC. (BLOOMFIELD CT)
CT
11/01/2016 - 09/19/2017
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
01/12/2016 - 04/08/2016
FIDELITY BROKERAGE SERVICES LLC (NEW HAVEN CT)
CT
08/21/2015 - 12/15/2015
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
08/16/2006 - 10/30/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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