Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Girouard is a financial professional with over 20 years of experience in the industry. Colleen currently works at MML Investors Services, LLC as a registered representative, and she has been with the firm since March 2017. Prior to joining MML Investors Services, LLC, Colleen worked at MSI Financial Services, INC., Metropolitan Life Insurance Company, IFMG Securities, INC., Veravest, INC., Allmerica Investments, INC., Pruco Securities Corporation, and Prudential Securities Incorporated. Colleen has a broad range of experience in the financial services industry and specializes in financial planning, portfolio management for individuals and businesses, and asset allocation programs. She is also a registered principal and holds several securities licenses.
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
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NC
04/05/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MA
04/05/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALTHAM MA)
NY
02/21/2007 - 03/22/2007
IFMG SECURITIES, INC. (PURCHASE NY)
NY
06/18/2003 - 06/08/2005
IFMG SECURITIES, INC. (PURCHASE NY)
MA
03/23/2001 - 11/25/2002
VERAVEST, INC. (WORCESTER MA)
MA
10/01/1999 - 11/25/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
03/11/1999 - 04/27/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
08/20/1998 - 02/18/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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