Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John McGeoghan is a financial advisor with over 9 years of experience in the industry. Michael is registered with MML Investors Services, LLC and holds Series 4, 7, 24, and 63 licenses. Michael is a Certified Financial Planner and a Chartered Financial Analyst. Michael's previous experience includes roles at Northwestern Mutual Investment Services, LLC, Money Concepts Capital Corp, and Meritage Financial Strategies. Michael specializes in providing financial planning, portfolio management, and asset allocation services to individuals, corporations, and institutions.
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
06/13/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
01/26/2021 - 03/31/2021
MONEY CONCEPTS CAPITAL CORP (WESTFIELD MA)
MA
11/12/2019 - 06/29/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (W SPRINGFIELD MA)
CT
04/09/2019 - 05/24/2019
MML INVESTORS SERVICES, LLC (Glastonbury CT)
MA
07/17/2012 - 03/29/2019
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2014
Series 4 - Registered Options Principal Examination
BC
Issued 01/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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