Unclaimed
Victoria Lafleur is a financial professional with over 20 years of experience in the financial services industry. Victoria is currently registered with MML Investors Services, LLC in Springfield, MA. Victoria has a strong background in investments, financial planning and retirement planning. Victoria is committed to providing her clients with personalized financial advice and guidance.
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
11/14/2012 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
OH
06/23/2010 - 07/06/2011
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
CT
06/23/2005 - 05/29/2009
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
10/29/2004 - 06/06/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
07/18/2002 - 04/27/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
10/15/1998 - 08/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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