Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haswell? Claim Your ProfileHaswell McCullough Franklin has been a registered professional in the financial services industry since 1986. Haswell is currently affiliated with Global Retirement Partners LLC and has branch office locations in both San Rafael, CA and Hunt Valley, MD. Franklin's prior experience includes over 36 years with MML Investors Services, LLC and LPL Financial. Haswell holds a series 6, 63, and 65 license. Franklin is a Registered Investment Advisor and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, corporations and businesses, and pension and profit-sharing plans.
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.
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.
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CA
08/31/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MD
12/02/1986 - 09/01/2023
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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