Unclaimed
Eugene Colligan is a registered investment advisor representative with MML Investors Services, LLC. Eugene has been in the securities industry since 2013. He holds Series 7, Series 63, and Series 66 licenses, along with the Securities Industry Essentials (SIE) exam. Eugene is a registered investment advisor representative with MML Investors Services, LLC, offering various financial advisory services to individuals, businesses, and institutions.
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
VA
05/22/2024 - Present
MML Investors Services, LLC (McLean VA)
VA
01/04/2019 - 10/20/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)
VA
01/31/2018 - 10/10/2018
MML INVESTORS SERVICES, LLC (CHARLOTTESVILLE VA)
VA
04/04/2017 - 12/12/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (Charlottesville VA)
VA
02/20/2012 - 11/25/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
BC
Issued 04/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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