Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Shaughnessey is a financial advisor with MML Investors Services, LLC. Michael has over 10 years of experience in the financial services industry. Michael is registered with the following states: Alabama, California, Florida, Georgia, Indiana, Montana, North Carolina, Ohio, South Carolina, Utah, Virginia, Washington, and Wisconsin. Michael is also registered with the Securities Industry Essentials (SIE) exam, Series 6, and Series 63 exams. Michael is licensed to sell a variety of financial products including securities, insurance and investment advisory services.
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
SC
07/11/2016 - Present
MML Investors Services, LLC (CHAPIN SC)
IA
Issued 05/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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