Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keiron? Claim Your ProfileKeiron O'Brien is a financial advisor registered with MML Investors Services, LLC and has been in the industry since 2001. Keiron is licensed in both the state of Massachusetts and Texas. Keiron's previous experience includes roles at AllianceBernstein Investments, Inc. and Corestone Distributors, LLC. Keiron has extensive experience in portfolio management for both businesses and individuals, as well as financial planning 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
MA
08/22/2024 - Present
MML Investors Services, LLC (Boston MA)
TN
10/30/2015 - 03/03/2016
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
PA
08/08/2011 - 07/17/2015
CORESTONE DISTRIBUTORS, LLC (RADNOR PA)
MA
08/08/2005 - 12/05/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
01/29/2004 - 08/08/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
06/18/2001 - 09/29/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 7/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/9/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 3/3/2016
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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