Unclaimed
Patrick McCann is a registered representative of MML Investors Services, LLC with a branch office in Newtown Square, Pennsylvania. Patrick has been a registered representative since February 2025, and has experience in the financial services industry since January 2023. Patrick has passed the Uniform Combined State Law Examination and holds a Series 66 license. Patrick specializes in Asset Allocation Programs, Financial Planning, Pension Consulting, Educational Seminars and Selection of Other Advisers.
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
02/13/2025 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
Active
Inactive
Not sure Patrick McCann is the right advisor for you? Invested Better is here to help.