Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Irving is a financial professional with over 30 years of experience in the financial services industry. He currently works with MML Investors Services, LLC. John is registered to provide investment advice in several states. He has worked with a wide range of clients, including individuals, businesses, trusts, and charitable organizations. He offers a variety of financial services including financial planning, portfolio management, and asset allocation programs.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (OLEAN NY)
NY
07/23/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OLEAN NY)
NY
01/07/1993 - 07/22/2008
PRUCO SECURITIES, LLC. (OLEAN NY)
IA
Issued 03/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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