Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan McMahon is a financial professional with over 25 years of experience in the industry. Bryan has a broad range of experience in the financial services industry, having worked with Ameritas Investment Corp., Waddell & Reed, Inc. and Allegheny Investments, LTD. prior to joining M Holdings Securities, Inc. Bryan has a deep understanding of the financial markets and provides guidance to individuals and businesses. Bryan holds the Series 63, Series 24 and Series 7 licenses as well as the SIE. Bryan has specialized in various financial services, including insurance and annuities, mutual funds, variable annuities, fixed annuities, retirement planning, investment advisory services, and more.
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.
1
2
PA
06/20/2000 - Present
M Holdings Securities, Inc. (PITTSBURGH PA)
NE
04/30/1999 - 06/22/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
KS
01/05/1999 - 05/03/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
PA
07/30/1996 - 12/31/1998
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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