Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Lee Parrotte is a registered investment advisor representative with MML Investors Services, LLC. Tristan has been in the financial industry for over 7 years and holds the Series 63, Series 65, Series 7 and SIE licenses. Tristan is registered in the states of California, Connecticut, Florida, Massachusetts, New York, North Carolina, South Carolina, Vermont and Virginia. Tristan specializes in providing financial planning, portfolio management for businesses and individuals and asset allocation programs. MML Investors Services, LLC is a financial services firm headquartered in Springfield, Massachusetts and has been in business for over 100 years. The firm has over 5,000 licensed agents and registered representatives across the country.
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
NY
04/24/2024 - Present
MML Investors Services, LLC (PLATTSBURGH NY)
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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