Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Osullivan is a financial professional with over 25 years of experience. Brian is currently registered with MML Investors Services, LLC, and has a Series 6, 7, and 63 license. Brian also holds a SIE license. Prior to joining MML Investors Services, LLC, Brian worked at G. R. Phelps & Co., Inc.. Brian is registered in 20 states and has a solid track record of providing financial advice to individuals, families, and businesses. Brian is committed to helping clients achieve their financial goals and is dedicated to providing them with personalized service. Brian has experience in a wide range of financial services, including investment management, financial planning, and insurance. Brian provides financial planning and asset allocation to high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth individuals. Brian is also actively involved in the community and is a member of the Marshfield Chamber of Commerce. Brian is dedicated to providing clients with the highest quality service and is committed to helping 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
MA
02/11/2019 - Present
MML Investors Services, LLC (Quincy MA)
NA
01/18/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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