Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Shaughnessy is a financial professional with over 45 years of experience in the industry. Michael is currently registered with MML Investors Services, LLC, a firm with over 7,000 investment advisor representatives and over 7,000 registered representatives. Michael is registered in 9 states as a broker and 2 states as an investment advisor. Michael is also a Chartered Financial Consultant. He is licensed to provide investment advice to individuals, corporations, trusts, foundations and endowments, pension and profit-sharing plans, insurance companies, and charitable organizations. Michael's specialties include asset allocation, financial planning, pension consulting, and portfolio management. He also offers educational seminars and helps clients select other advisors.
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
NH
08/29/2016 - Present
MML Investors Services, LLC (BEDFORD NH)
NA
04/03/1986 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
03/04/1977 - 04/16/1986
NEL EQUITY SERVICES CORPORATION
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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