Jessica
Beck

Mml Investors Services, LLC

CRD#5359710
Investment Advisor
in Denver, CO
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About this Advisor

Jessica Beck is a certified financial planner operating out of Denver, Colorado, who has 10 years of experience as a financial advisor. Beck works at Mml Investors Services, LLC. During their career, the advisor has held roles at Cuso Financial Services, Lp, Ent Federal Credit Union, Mml Investors Services, Bancwest Investment Services, Bank Of The West and Mass Mutual Life Insurance Company. Beck holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Mml Investors Services, LLC is a company operating out of Denver, Colorado. The company has offices in 1,335 locations and a total of 8,095 employees. It controls $29 billion in assets under management across its 238,365 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 512 charitable organizations. The firm performs a number 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. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fee types billed by Mml Investors Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

2930 Umatilla St Ste 201
Denver, CO 80211

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

CO Average: 118
Total Number of Accounts

185,684

CO Average: 4,567
Average Account Size

$162,035

CO 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

Jessica Beck Work History

Jessica has 10 years of experience.

2018 - Present (1 year)

Mml Investors Services

2018 - Present (1 year)

Mass Mutual Life Insurance Company

2016 - 2018 (2 years)

Bancwest Investment Services

2016 - 2018 (2 years)

Bank Of The West

2008 - 2015 (7 years)

Cuso Financial Services, Lp

2008 - 2015 (7 years)

Ent Federal Credit Union

Disclosures

Jessica Beck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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