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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian David Pellegrini is an active investment advisor registered with the state of Connecticut, and the Securities and Exchange Commission. Brian David Pellegrini is registered with MML Investors Services, LLC, and has held previous positions with MERRIMAN CAPITAL, INC., and MORGAN STANLEY & CO. INCORPORATED. Brian David Pellegrini has Series 7, Series 3, Series 63, and SIE licenses. Brian David Pellegrini has a CFA designation, and specializes in insurance companies, pension and profit sharing plans, charitable organizations, and individuals other than high-net worth. Brian David Pellegrini's firm MML Investors Services, LLC provides a variety of financial planning services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Brian David Pellegrini's clients include individuals, corporations, trusts, foundations, and endowments.
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
NY
10/24/2024 - Present
MML Investors Services, LLC (Bedford Hills NY)
NY
09/09/2010 - 06/01/2011
MERRIMAN CAPITAL, INC. (NEW YORK NY)
NY
11/12/2008 - 08/04/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 07/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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