Unclaimed
Michael McDermott is a financial advisor who has been in the industry since March 21, 1984. Michael is currently registered with MML Investors Services, LLC and holds Series 6, Series 63, and SIE licenses. Michael has previously worked with MSI Financial Services, INC. and Metropolitan Life Insurance Company. Michael specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
PA
05/31/2017 - Present
MML Investors Services, LLC (LANCASTER PA)
PA
01/13/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
03/22/1984 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LANCASTER PA)
BC
Issued 03/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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