Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McManus is a financial advisor who has been in the industry since 1994. Mark is currently registered with MML Investors Services, LLC. Mark has been with MML Investors Services, LLC since March 2017. Mark is registered as an investment advisor representative in Texas. Previously, Mark was employed with New England Securities and MSI Financial Services, Inc.. Mark provides financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation programs, selection of other advisers, and educational seminars. Mark works with individuals, corporations, trusts, foundations, endowments, high-net-worth individuals, pension and profit sharing plans, insurance companies, and charitable organizations. Mark holds the Series 6, 63, and 65 licenses as well as the SIE. Mark has a degree from UMass Amherst.
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
01/03/2019 - Present
MML Investors Services, LLC (SOUTHBOROUGH MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WORCESTER MA)
MA
03/03/2006 - 01/02/2015
NEW ENGLAND SECURITIES (WORCESTER MA)
NY
04/07/2005 - 01/04/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
07/31/1996 - 05/06/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
03/02/1994 - 07/29/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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