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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn O'Brien is a financial advisor with over 20 years of experience in the industry. John is registered with MML Investors Services, LLC and holds licenses for both securities and investment advisory services. John is a seasoned advisor having worked at MSI FINANCIAL SERVICES, INC. and CCO INVESTMENT SERVICES CORP. prior to joining MML. John provides a range of financial services including asset allocation programs, financial planning, pension consulting, and educational seminars. John is a member of FINRA.
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
03/25/2017 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
12/11/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
05/16/2003 - 12/14/2007
CCO INVESTMENT SERVICES CORP. (GROTON MA)
MA
11/21/2000 - 05/12/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/2000 - 05/12/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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