Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Andrew Pelletier is a financial advisor with MML Investors Services, LLC, a registered investment advisor headquartered in Springfield, Massachusetts. Edward has been in the financial services industry since June 2011. Edward holds licenses in 38 states, including New York, Rhode Island, and Texas, and has been registered with FINRA since 2011. In addition to his experience in the financial services industry, Edward is a licensed insurance agent with Mass Mutual Life Insurance Company. Edward specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
06/07/2017 - Present
MML Investors Services, LLC (New York NY)
RI
06/10/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
IA
Issued 04/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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