Unclaimed
Michael Stephen Farrell is a financial advisor with over 38 years of experience in the financial industry. Michael Farrell is currently registered with MML Investors Services, LLC. Michael Farrell has been associated with MML Investors Services, LLC since March 2017. Michael Farrell is also a registered representative in Connecticut, Florida, Massachusetts, New Jersey, New York, and Pennsylvania. Michael Farrell holds the Series 6, Series 63 and SIE licenses. Michael Farrell is a Chartered Financial Consultant. Michael Farrell also works as an independent insurance agent, selling Life, Fixed Annuities, Disability Income, LTC, Accident/Health and Property & Casualty.
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
NY
01/13/2022 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
05/13/1983 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
05/13/1983 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
BC
Issued 07/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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