Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauricio? Claim Your ProfileMauricio Coutinho Trabuco is a registered investment advisor representative with MML Investors Services, LLC. Mauricio has over 20 years of experience in the financial services industry. Mauricio works with individuals, families, businesses, and retirement plans. Mauricio is committed to providing his clients with personalized financial advice and guidance.
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
01/28/2022 - Present
MML Investors Services, LLC (SHELTON CT)
CT
10/04/2016 - 02/14/2022
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
12/11/2003 - 08/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
NY
12/17/1998 - 04/17/2001
CHASE ALTERNATIVE ASSET MANAGEMENT, INC. (NEW YORK NY)
IL
05/17/1996 - 12/31/1996
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
VA
03/18/1991 - 07/26/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
11/21/1989 - 03/06/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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