Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Petrucci is a financial advisor with MML Investors Services, LLC, located in VERO BEACH, FL. Kurt has been in the financial services industry since January 18, 2010. Kurt holds Series 6, Series 63 and SIE licenses. Kurt has experience working with a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Previously, Kurt was registered with Cambridge Investment Research, Inc., New England Securities, PSA Equities, Inc., and Berkshire Equity Sales, Inc. Kurt is committed to helping clients 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
FL
03/24/2016 - Present
MML Investors Services, LLC (VERO BEACH FL)
NC
05/26/2014 - 02/19/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (WAKE FOREST NC)
MD
03/16/2006 - 11/10/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (LUTHERVILLE MD)
NY
03/23/2005 - 04/18/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MD
11/07/2001 - 04/01/2004
PSA EQUITIES, INC. (HUNT VALLEY MD)
MA
11/13/1998 - 03/03/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
BC
Issued 01/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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