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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Hieu Truong is an Investment Advisor Representative with MML Investors Services, LLC. Peter Hieu Truong is licensed in Georgia, Alabama, Florida, North Carolina, and Texas and is also registered as an Investment Advisor Representative in Texas. He offers financial planning, portfolio management for individuals and businesses, and asset allocation programs. Peter Hieu Truong has been in the financial services industry since September 12, 2016. Prior to joining MML Investors Services, LLC, Peter Hieu Truong was an Investment Advisor Representative at MWA Financial Services Inc.
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
GA
07/17/2024 - Present
MML Investors Services, LLC (ATLANTA GA)
GA
09/13/2016 - 03/10/2023
MWA FINANCIAL SERVICES INC. (Gainesville GA)
IA
Issued 02/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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