Unclaimed
Peter Berardino is a registered representative of MML Investors Services, LLC based in Austin, TX. Peter has been in the financial services industry since 1986 and has been with the current firm since March 2017. Peter has experience with various financial products and services.
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
TX
03/25/2017 - Present
MML Investors Services, LLC (Austin TX)
TX
06/13/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
06/13/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AUSTIN TX)
IN
01/11/1993 - 07/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/11/1993 - 07/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
04/30/1991 - 12/31/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NY
09/01/1987 - 05/06/1991
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NA
09/10/1986 - 10/21/1987
WADDELL & REED, INC.
IA
Issued 11/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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