Unclaimed
Michael Gregory Fagan is a financial professional with over 18 years of experience in the financial services industry. Michael has a strong background in the investment industry, holding licenses and registrations with various firms. Michael currently is registered with MML Investors Services, LLC, a company that provides various financial services including investment management and financial planning. Michael is known for expertise in retirement planning and mutual fund management, among other financial services. Previously, Michael worked at MML Strategic Distributors, LLC, MML Investors Services, LLC, MML Distributors, LLC, Jefferson National Securities Corporation, Phoenix Equity Planning Corporation and Jackson National Life Distributors, Inc. Michael is a dedicated financial professional who is committed to helping clients achieve their financial goals.
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
12/18/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
04/01/2014 - 10/04/2017
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
10/08/2012 - 10/04/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
10/08/2012 - 04/01/2014
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
OH
07/09/2010 - 09/19/2011
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
CT
02/04/2009 - 06/14/2010
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
05/21/2007 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
09/28/2005 - 04/25/2007
MML DISTRIBUTORS, LLC (ENFIELD CT)
TN
01/06/2004 - 09/27/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
03/10/2003 - 12/31/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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