Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barclay is a financial advisor registered with MML Investors Services, LLC, and has been active in the industry since July 2010. Michael is registered in 24 states and has Series 6, 62, 63, 65, and SIE licenses. Michael is a knowledgeable and experienced financial professional offering a wide range of financial products and services including financial planning, portfolio management, and asset allocation programs.
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
PA
02/28/2022 - Present
MML Investors Services, LLC (WILLIAMSPORT PA)
IA
Issued 01/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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