Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy David Bergeron is a financial advisor with MML Investors Services, LLC. Troy has been in the financial services industry since 1991. Troy is registered to provide investment advisory services in Louisiana and Texas. Troy has Series 6, 7 and 63 licenses as well as the SIE exam. Prior to joining MML Investors Services, LLC, Troy was associated with MSI Financial Services, Inc., Metropolitan Life Insurance Company and NYLife Securities Inc. Troy provides investment advisory services to individuals, high net worth individuals, trusts, foundations and endowments, insurance companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans and banking or thrift institutions.
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
LA
05/05/2017 - Present
MML Investors Services, LLC (LAFAYETTE LA)
LA
08/23/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LAFAYETTE LA)
LA
08/23/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MONROE LA)
NY
10/30/1991 - 08/05/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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