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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mawhinney is a registered investment advisor representative with MML Investors Services, LLC. Brian has been in the industry since 2003 and has held previous positions with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Brian is registered in Florida and Massachusetts. Brian also holds Series 66, 24, 7 and SIE licenses. Brian specializes in providing financial planning, pension consulting, educational seminars, asset allocation programs and selection of other advisors to individuals, corporations, and other businesses, including charitable organizations. Brian's work focuses on developing and implementing financial plans that meet the individual needs of clients. Brian is committed to providing his clients with the highest level of service and expertise.
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
07/26/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
FL
09/26/2003 - 06/06/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Ft Lauderdale FL)
MN
09/26/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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