Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Defoney is a financial advisor with over 27 years of experience in the industry. Michael has a Series 6, 7, 9, 10, and 63 licenses, and is currently registered with MML Investors Services, LLC, in New Jersey and Texas. Michael has previously been registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Michael's firm, MML Investors Services, LLC, provides investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Michael has worked with a wide range of clients, including individuals, families, trusts, foundations, endowments, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.
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
NJ
10/02/2020 - Present
MML Investors Services, LLC (Marlton NJ)
NJ
03/27/1995 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARLTON NJ)
NJ
03/27/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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