Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward August Pelletier is an Investment Advisor Representative with MML Investors Services, LLC, and has been in the financial industry since 1993. Edward is registered with the state of Rhode Island as an investment advisor and is also a licensed agent in multiple states. Edward offers a wide range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and asset allocation programs. Edward is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
RI
06/07/2017 - Present
MML Investors Services, LLC (WARWICK RI)
RI
03/10/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
RI
03/10/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PROVIDENCE RI)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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