Mml Investors Services, LLC
About this Advisor
Pratik Patel is a financial advisor who works in La Jolla, California, who has been in the industry for 10 years. Patel currently works for Mml Investors Services, LLC. The advisor has gained experience at Md Revolution, Oculus Health, Ubs Financial Services Inc, Massmutual Life Insurance Company and Mml Investors Services, LLC. Patel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Mml Investors Services, LLC is a registered investment company that has its headquarters in La Jolla, California. It has offices in 1,155 locations and a total of 7,620 advisors. It oversees $63 billion in total assets among its 287,089 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 384 charitable organizations. The company performs a number of services, such as 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. Fees charged by financial advisors typically depend on which service is provided. However, fees billed by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
Pratik Patel Work History
Pratik has 10 years of experience.
Mml Investors Services, LLC
Massmutual Life Insurance Company
Ubs Financial Services Inc
Pratik Patel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Saddle Brook, NJ
El Paso, TX
North Attleboro, MA
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.
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