Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Trepanier is a financial advisor currently registered with MML Investors Services, LLC. John has been in the financial industry for over six years, previously working with Cambridge Investment Research, Inc. and AXA Advisors, LLC. John has a strong background in financial planning and portfolio management, with expertise in helping individuals, families, and businesses achieve their financial goals. He is also a Certified Financial Planner, demonstrating his commitment to providing comprehensive and personalized financial advice. John is committed to helping clients understand their financial situation and developing strategies to meet their long-term objectives.
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
WI
09/23/2022 - Present
MML Investors Services, LLC (MILWAUKEE WI)
WI
01/07/2020 - 09/28/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (RACINE WI)
WI
06/27/2016 - 01/16/2020
AXA ADVISORS, LLC (BELOIT WI)
BOTH
Issued 08/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Trepanier is the right advisor for you? Invested Better is here to help.
