Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Sheehan McGuirk has been in the financial services industry since December 7, 1986. Stephen Sheehan McGuirk is currently registered with MML Investors Services, LLC as an investment advisor representative in Connecticut. Stephen Sheehan McGuirk also holds licenses to conduct securities business in 9 other states. Stephen Sheehan McGuirk has previously been registered with MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, SECURIAN FINANCIAL SERVICES, INC., MIMLIC SALES CORPORATION, and MONARCH SECURITIES, INC.. Stephen Sheehan McGuirk is a licensed insurance agent with a focus on providing financial and insurance services to individuals, businesses, and institutional clients.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
11/14/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
11/14/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MN
03/14/1994 - 11/19/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
05/29/1991 - 12/06/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
07/24/1986 - 04/18/1991
MONARCH SECURITIES, INC.
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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