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Steven Paul McKay

Franklin Distributors, LLC

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About Steven Paul McKay

Steven Paul McKay is an active Registered Representative with Franklin Distributors, LLC. Steven has been in the financial services industry since April 20, 1995. Steven holds the Series 6, 7, 24, 26, 63, 99TO and SIE licenses. Steven has worked for a number of financial institutions including PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP, GWFS EQUITIES, INC., HARTFORD SECURITIES DISTRIBUTION COMPANY, INC., HARTFORD LIFE DISTRIBUTORS, LLC, and MFS FUND DISTRIBUTORS, INC.

Firm Information

Steven McKay is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Steven McKay’s Registration & Firm History

MA

01/03/2024 - Present

Franklin Distributors, LLC (Boston MA)

MA

03/31/2016 - 07/03/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

MA

01/02/2015 - 03/15/2016

GWFS EQUITIES, INC. (Boston MA)

MA

01/30/2012 - 01/02/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

02/29/2008 - 01/23/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (NORTH ANDOVER MA)

MA

11/05/2010 - 02/25/2011

HARTFORD LIFE DISTRIBUTORS, LLC (ANDOVER MA)

MA

03/31/1995 - 02/29/2008

MFS FUND DISTRIBUTORS, INC. (NORTH ANDOVER MA)

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Licenses & Designations

BC

Issued 03/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/09/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/03/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/30/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Paul McKay.
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