Unclaimed
John Buckley is a financial advisor at MML Investors Services, LLC in Colchester, Vermont. John has been in the industry since 1972 and has held a variety of roles. John holds Series 63 and Series 65 licenses, as well as Series 1 and Series 7TO licenses. John has experience in providing financial planning, portfolio management, and asset allocation services to a variety of clients, including individuals, corporations, and charitable organizations. John provides services in the state of Vermont, as well as Florida, Massachusetts, New Hampshire, New York, and Wisconsin.
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
VT
03/25/2017 - Present
MML Investors Services, LLC (COLCHESTER VT)
VT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
09/12/1972 - 01/02/2015
NEW ENGLAND SECURITIES (COLCHESTER VT)
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure John Buckley is the right advisor for you? Invested Better is here to help.