Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lonergan is a financial advisor with MML Investors Services, LLC, and has over 28 years of experience in the financial services industry. Brian is registered to provide investment advisory services in Connecticut and New Jersey. He is also a licensed insurance agent, holding a non-MMLIA insurance brokerage position at Mass Mutual Life Insurance Company. Brian has a broad range of experience, having previously worked at a number of firms including BGC Financial, L.P., Ticonderoga Securities LLC, S.J. Levinson & Sons LLC, Albert Fried & Company, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NJ
09/16/2014 - Present
MML Investors Services, LLC (SADDLE BROOK NJ)
NY
05/30/2012 - 05/08/2013
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
04/08/2011 - 01/31/2012
TICONDEROGA SECURITIES LLC (NEW YORK NY)
NY
10/24/2007 - 04/06/2011
S.J. LEVINSON & SONS LLC (PURCHASE NY)
NY
10/18/2006 - 01/18/2008
ALBERT FRIED & COMPANY, LLC (PURCHASE NY)
PA
03/10/2003 - 09/29/2006
508 SECURITIES, INC. (WEST CONSHOHOCKEN PA)
NY
05/31/1994 - 12/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2003
Series 25 - NYSE Trading Assistant Examination
BC
Issued 08/29/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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