Unclaimed
Victor Edward Dupuis is a financial professional with over 40 years of experience in the industry. Victor is a Registered Representative of MML Investors Services, LLC and has been with the firm since 1991. Victor holds Series 6, 7, 22, 24, and 63 licenses, as well as the SIE exam certification. Victor is also a Certified Financial Planner. Victor provides financial planning, investment management, and retirement planning services to individuals and families. Victor is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. In addition to his work as a financial advisor, Victor is also a licensed life and health insurance agent.
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
PA
02/13/2014 - Present
MML Investors Services, LLC (EXTON PA)
NA
08/01/1983 - 07/29/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 07/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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