Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lotridge is an investment advisor representative at MML Investors Services, LLC. Peter has been in the industry for 13 years and has been registered with MML Investors Services, LLC since March 2017. Peter previously worked at MSI FINANCIAL SERVICES, INC. and PRUCO SECURITIES, LLC. Peter is licensed in multiple states. The advisor's services include providing portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Peter's clients include individuals, high-net-worth individuals, corporations, and charitable organizations.
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
IL
03/25/2017 - Present
MML Investors Services, LLC (Lisle IL)
IL
09/09/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BUFFALO GROVE IL)
IL
01/21/2010 - 04/22/2010
PRUCO SECURITIES, LLC. (ROSEMONT IL)
IA
Issued 09/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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