Unclaimed
Liam Francis Mulcahy is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Liam is active in the financial services industry, having started on April 10, 2024. Liam holds both a Series 7TO and a Series 66 license and is registered as a Registered Representative in the states of Maryland, Virginia, Texas, New Hampshire, and the District of Columbia. Liam also has a Series SIE license. In addition to working with Raymond James, Liam is also involved with Tontine Financial LLC, a non-investment related support company, in Rockville, MD. Liam has experience in a variety of financial services roles, including working at Cvent, BNY Mellon, and James Madison University.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
08/30/2024 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
BOTH
Issued 05/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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