Unclaimed
Martin Girouard is a registered investment advisor representative with MML Investors Services, LLC. Martin has been in the securities industry since 2004 and is licensed in multiple states. Martin's previous experience includes roles at MSI Financial Services, Inc. and Olympia Asset Management, LTD. Martin holds the Series 63, 65, 7 and SIE securities licenses. Martin has a diverse client base and provides various advisory services, including financial planning, pension consulting, asset allocation programs, and educational seminars. In addition to working with MML Investors Services, LLC, Martin is also an independent insurance agent and owns rental properties.
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
CT
12/06/2019 - Present
MML Investors Services, LLC (SHELTON CT)
CT
03/30/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
NY
09/15/2004 - 04/26/2012
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
IA
Issued 10/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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