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Innovative Financial Planning, LLC

What We Do

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.(www.sipc.org) Supervisory office: 4350 Congress St., Suite 300 Charlotte, NC 28209 (704) 557-9600. Innovative Financial Planning, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Neither Innovative Financial Planning, LLC, MML Investors Services, LLC, nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

CRN202507-2637845

Licensing

Our Financial Service Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Service Representatives must pass comprehensive exams to obtain a license to sell products in your state. Insurance . Our offices are licensed to sell insurance products in the following jurisdictions: Scott O. McDonald (Domicile NC) (VA, AK, NC, SC)

Securities

We also have agents licensed to sell securities in the following jurisdictions: Scott O. McDonald (Domicile NC) NC, FL, KY, GA, CA. We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

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