Liam McGann

  • Financial Services Representative
  • Registered Representative

As a Financial Services Representative, Liam helps his clients with their protection and investment needs. Whether he’s providing education and guidance in determining the right amount of insurance, helping them select the best solutions for their situation, or helping them invest and save for their future, he acts as a resource to build sound financial strategies and put them in the best position to attain their financial goals.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

QUALIFICATIONS

  • Liam’s expertise stems from over 12 years in the finance industry, including managing equity portfolios for clients at an investment firm – Columbus Advisory Group
  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 and 63 Securities Licenses

PERSONAL

  • Graduate of the University of Miami, receiving his BS in Environmental Conservation & Management
  • Currently resides in Sunnyside, NY
  • In his free time, he enjoys surfing, sailing, running, hiking and traveling around the world

 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck