Mml Investors Services, LLC
About this Advisor
William Pfeifer Iii is a financial advisor who works in Tucson, Arizona, with a total of 12 years of experience as a financial advisor. Pfeifer Iii currently works for Mml Investors Services, LLC. Over the course of their career, Pfeifer Iii has held roles at Genworth Financial Trust, Capital Brokerage Corporation, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Company. Pfeifer Iii has a Series 63 license, which qualifies them as a securities representative, and is approved to work in Texas. Mml Investors Services, LLC is a financial advisory firm that has its headquarters in Tucson, Arizona. It has offices in 1,155 locations and a total of 7,620 employees. It oversees $63 billion in assets across its 287,089 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 384 charities and foundations. The firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on which service is provided. Fee types charged by Mml Investors Services, LLC may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mml Investors Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Pfeifer Iii Work History
William has 12 years of experience.
Mml Investors Services, LLC
Massmutual Life Insurance Company
Metlife Securities Inc
Genworth Financial Trust
Capital Brokerage Corporation
William Pfeifer Iii has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
San Antonio, TX
Mercer Island, WA
Downers Grove, IL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.