Shannon
Pinder

Mml Investors Services, LLC

CRD#6373111
Investment Advisor
in San Jose, CA

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About this Advisor

Shannon Pinder is a certified financial planner and chartered financial consultant working in San Jose, California, who has 10 years of professional experience. Pinder is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at Metlife Securities Inc, Santa Clara University, Silicon Valley Leadership Group, Realscout Inc, Mml Investors Services, LLC, Msi Financial Services and Massachusetts Mutual Life Insurance Company. Pinder maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Mml Investors Services, LLC is a registered investment company that has its headquarters in San Jose, California. The company has offices in 1,335 locations and a total of 7,471 people on staff. It manages $40 billion in assets under management among its 206,878 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 254 charitable organizations. Mml Investors Services, LLC has 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 largely vary depending on the services offered. Fees charged by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2055 Gateway Place #700
San Jose, CA 95110

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

CA Average: $16,012,751,954
Total Number of Employees

7,471

CA Average: 118
Total Number of Accounts

206,878

CA Average: 4,567
Average Account Size

$191,239

CA Average: $3,506,186

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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
  • Other

Shannon Pinder Work History

Shannon has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2016 - 2017 (1 year)

Msi Financial Services

2014 - 2016 (2 years)

Metlife Securities Inc

2013 - 2014 (1 year)

Santa Clara University

2013 - 2013 (< 1 year)

Silicon Valley Leadership Group

2013 - 2014 (1 year)

Realscout Inc

2011 - 2013 (2 years)

Santa Clara University

2010 - 2014 (4 years)

Santa Clara University

Disclosures

Shannon Pinder has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Pete Bouros
Chicago, IL
Evan Cleary
Newtown Square, PA
Brett Laferrera
Tuscaloosa, AL
Connor Iarussi
Marlton, NJ
Robert Boyer
Holyoke, MA
Jennifer Funk
Cincinnati, OH
John Demarinis
Greenvale, NY
William Franks
Atlanta, GA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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