Unclaimed
Peter Leblanc is a registered investment advisor representative with MML Investors Services, LLC. Peter has been in the securities industry since May 2, 1974. Peter holds Series 1, 7TO and SIE licenses and is registered to provide investment advisory services in Colorado, Florida, Illinois, Indiana, Missouri, and Virginia. Peter is also a licensed insurance agent for Integrated Planning Advisors, LLC. Peter and his firm, MML Investors Services, LLC, provide advisory services to a variety of clients, including individuals, businesses, trusts, foundations, and endowments. Peter specializes in financial planning, asset allocation programs, pension consulting, educational seminars, and portfolio management.
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
MO
10/18/2004 - Present
MML Investors Services, LLC (CLAYTON MO)
NA
05/03/1974 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Leblanc is the right advisor for you? Invested Better is here to help.