Bio
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Topline AI
Michael Mcgillivray is a seasoned retirement planning expert with over 20 years of experience in the financial services industry. He has a strong background in 401k, retirement planning, and pension management, with a proven track record of delivering results-driven solutions. Mcgillivray holds Series 63, Series 6, and Series 7 licenses, and has worked with top companies such as Empower and Transamerica Retirement Solutions.
Experience
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Relationship Manager
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Relationship Manager
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Oct 2022 - Present
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United States
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Financial Services
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700 & Above Employee
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Internal Sales Consultant
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Oct 2005 - Oct 2022
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AEGON 401(k) Team
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Dec 2001 - Oct 2005
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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