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
Tazewell, TN 37879
Credentials
Series 63
Industry experience
32 years
MML Investors Services, LLC
2017 - Present (9 years)
MassMutual Life Insurance Co
2016 - Present (10 years)
MetLife Securities Inc.
1993 - 2017 (24 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.
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Edward Jones
Series 63, Series 65
Washburn, TN
Morgan Stanley
Series 63, Series 65
Harrogate, TN
Edward Jones
Series 63, Series 65
Cumberland Gap, TN
UBS Financial Services
CFP®, Series 63, Series 66
Jamestown, KY
LPL Financial
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