Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shon? Claim Your ProfileShon McLain is an investment advisor representative with MML Investors Services, LLC. Shon McLain has been in the securities industry since 2000 and is registered with the state of New York. Shon McLain has a strong background in the financial industry, with previous experience at Equity Services, Inc., Signator Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, MML Investors Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Shon McLain holds Series 7, 63, and 24 licenses. Shon McLain specializes in investments for individuals, corporations, trusts, foundations, endowments, insurance companies, charitable organizations, pension plans, and high-net-worth individuals.
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
11/30/2023 - Present
MML Investors Services, LLC (SARATOGA SPRINGS NY)
NY
04/02/2013 - 11/27/2023
EQUITY SERVICES, INC. (SARATOGA SPRINGS NY)
NY
02/28/2008 - 03/20/2013
SIGNATOR INVESTORS, INC. (SARATOGA SPRINGS NY)
NY
06/04/2004 - 10/12/2007
METLIFE SECURITIES INC. (LATHAM NY)
NY
06/04/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
MA
06/17/2003 - 04/07/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
03/20/2000 - 05/28/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/2000 - 05/28/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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