Advisor at Mass Mutual Investors Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mass Mutual Investors Services
Location
Oro Valley, AZ 85755
Credentials
Series 63, Series 65
Industry experience
36 years
Based on Mass Mutual Investors Services
1846 East Innovation Park Dr
Oro Valley, AZ 85755
Texas
Mass Mutual Investors Services
2017 - Present (9 years)
MassMutual Life Insurance Co
2016 - Present (10 years)
MetLife Securities
2010 - 2017 (7 years)
Metlife Financial Services
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Tucson, AZ
GuideSource Capital Management, LLC
Series 63, Series 65
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Hobbs Advisory Services
Series 65
Tucson, AZ
Agave Wealth Advisors
Series 65
Oro Valley, AZ
D Squared Capital Management, LLC
Series 63, Series 65
Tucson, AZ
RIHO Partners, LLC
Series 63, Series 65
Tucson, AZ
Meziab Capital Management, Inc.
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