Unclaimed
Troy Weston Peterson is a financial advisor with over 20 years of experience in the industry. Troy currently works at MML Investors Services, LLC in Springfield, MA. Troy has previously worked at MSI Financial Services, Inc. and MetLife Securities Inc. Troy holds Series 7, 6, 9, 10, 24, and SIE licenses. Troy specializes in a variety of areas, including asset allocation programs, financial planning, and portfolio management for individuals and businesses.
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
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CO
03/12/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NY
11/19/2010 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CO
07/30/1999 - 03/18/2009
METLIFE SECURITIES INC. (DENVER CO)
CO
07/30/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DENVER CO)
BC
Issued 08/18/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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