Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Atherton Greenleaf is a registered representative with MML Investors Services, LLC. Bryan has been in the financial services industry for over 8 years. Bryan has a combined Series 66 and Series 7 license. Bryan is also a Series 24 Principal. Bryan is registered with the state of Connecticut and Massachusetts. Bryan has previously worked with UBS Financial Services Inc., St. Germain Securities, Inc. and MassMutual Life Insurance Co. Bryan specializes in portfolio management for individuals and businesses, financial planning, and asset allocation programs.
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
03/19/2024 - Present
MML Investors Services, LLC (HOLYOKE MA)
MA
08/18/2021 - 03/28/2024
ST. GERMAIN SECURITIES, INC. (Northampton MA)
MA
10/17/2018 - 05/19/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
10/07/2017 - 10/09/2018
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
BOTH
Issued 05/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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