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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 Mahoney is an investment advisor representative with Sageview Advisory Group, LLC. Brian is registered to provide investment advisory services in Massachusetts. Brian has been in the financial industry since 2007 and has experience with Hartford Securities Distribution Company, Inc. and MFS Fund Distributors, Inc.. Brian's current registration with Sageview Advisory Group, LLC started in July 2019. Prior to his current role Brian worked for the Boston Children's Hospital and Mass Mutual. Brian holds the Series 6, Series 63, and Series 65 licenses.
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.
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.
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2
MA
07/02/2019 - Present
Sageview Advisory Group, LLC (Boston MA)
MA
02/29/2008 - 09/20/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)
MA
10/15/2007 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 06/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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