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Michael Gregory Fagan

MML Investors Services, LLC

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About Michael Gregory Fagan

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.

Firm Information

Michael Fagan is currently registered with MML Investors Services, LLC. MML Investors Services, LLC is a Limited Liability Company headquartered in Springfield, MA, formed in January 2011. The firm is registered with the SEC and in 53 states. They provide a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and asset allocation programs. MML Investors Services, LLC manages over $72 billion in assets for individuals, high-net-worth individuals, corporations, trusts, foundations, charitable organizations, pension plans, and insurance companies.
MML Investors Services, LLC

1295 STATE STREET

SPRINGFIELD, MA 01111-0001

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Michael Fagan’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Gregory Fagan.
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