Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Clifford is a financial professional with over 25 years of experience in the financial services industry. Brian is a Registered Representative and Investment Advisor Representative of MML Investors Services, LLC and is licensed to provide investment advice in multiple states. Brian's expertise lies in financial planning, portfolio management for individuals and businesses, and asset allocation programs. Prior to joining MML Investors Services, LLC, Brian held positions at MSI Financial Services, Inc., UVEST Financial Services Group, Inc., Citicorp Investment Services, First Union Securities, Inc., and First Union Brokerage Services, Inc. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MD
11/15/2017 - Present
MML Investors Services, LLC (Columbia MD)
MD
05/21/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
MD
01/15/2009 - 02/09/2009
UVEST FINANCIAL SERVICES GROUP, INC. (ANNAPOLIS MD)
MD
11/07/2006 - 12/09/2008
UVEST FINANCIAL SERVICES GROUP, INC. (ANNAPOLIS MD)
MD
04/12/2001 - 08/01/2006
CITICORP INVESTMENT SERVICES (LAUREL MD)
MO
04/12/2000 - 04/18/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/09/1997 - 05/12/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/04/1994 - 01/31/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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