Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Picard is a financial professional with over 20 years of experience in the financial services industry. Steve is currently registered with MML Investors Services, LLC. Steve's career includes a wide range of experience in the financial services industry including roles with MML Distributors, LLC, Prudential Annuities Distributors, Inc. and Hartford Equity Sales Company Inc. Steve is a Series 6, 26, and 63 licensed professional. Steve is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MA
08/03/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
03/17/2015 - 05/11/2018
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
09/24/2011 - 07/29/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
08/01/2002 - 06/11/2007
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
11/18/1993 - 11/28/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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