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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Hourigan-Bertholf is an active investment advisor representative registered with MML Investors Services, LLC in Connecticut and Texas. Brooke has over 20 years of experience in the financial services industry. Brooke has been a registered representative since 2000 and holds the Series 66 and Series 7 licenses. Brooke has a broad range of experience in providing financial planning services, portfolio management for individuals and businesses, asset allocation programs and selection of other advisors. Brooke is registered with MML Investors Services, LLC in Connecticut and Texas.
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
05/05/2017 - Present
MML Investors Services, LLC (GLASTONBURY CT)
CT
08/22/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)
CT
08/22/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MN
07/31/2000 - 08/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/2000 - 08/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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