Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenan? Claim Your ProfileBrenan McAllister is a financial advisor registered with MML Investors Services, LLC in Newtown Square, PA. Brenan has been in the financial services industry since 2016. Brenan has passed the Series 66, Series 7, and SIE exams and is licensed in 16 states, including Arizona, California, Colorado, Delaware, District of Columbia, Florida, Illinois, Maryland, Minnesota, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, and Virginia. Prior to joining MML Investors Services, LLC, Brenan worked at MSI FINANCIAL SERVICES, INC.. Brenan holds a non-MMLIA insurance brokerage position with a firm named BRENAN MCALLISTER INV REL. Brenan provides financial planning, asset allocation programs, and educational seminars to clients.
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
01/16/2025 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
09/29/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brenan McAllister is the right advisor for you? Invested Better is here to help.
