Unclaimed
Liam McGann is a registered representative and investment advisor representative with MML Investors Services, LLC. Liam has been in the financial services industry since 2007. Liam is licensed in several states, including New York, Texas, California, Florida, and Pennsylvania, and offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Liam has experience working with individuals, businesses, and institutions. Prior to joining MML Investors Services, LLC, Liam worked at J.P. Morgan Securities LLC, PRUCO Securities, LLC, and Columbus Advisory Group, LTD. Liam is also the founder of Reflare America, a cybersecurity education software company.
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
01/19/2022 - Present
MML Investors Services, LLC (New York NY)
NY
08/22/2017 - 02/21/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/03/2016 - 08/31/2016
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NY
12/20/2007 - 02/04/2016
COLUMBUS ADVISORY GROUP, LTD. (NEW YORK NY)
IA
Issued 12/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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