Mml Investors Services, LLC
About this Advisor
Drew Catanese is a financial advisor who works out of Tampa, Florida, who has been in the advisory business for 10 years. Catanese is an advisor for Mml Investors Services, LLC. Their career trajectory has included roles at Student, Hammond School, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, King'S Grant Swim Team, Sons Of Italy Festival, Msi Financial Services Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Catanese maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Mml Investors Services, LLC is an advisory company operating out of Tampa, Florida. The firm has offices in 1,335 locations and a total of 7,471 advisors. It controls $40 billion in assets under management between its 206,878 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 254 charitable organizations. The business 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC may include any blend 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
Drew Catanese Work History
Drew has 10 years of experience.
Mml Investors Services, LLC
Massmutual Life Insurance Co
Msi Financial Services Inc
King'S Grant Swim Team
Sons Of Italy Festival
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Drew Catanese has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Bala Cynwyd, PA
Fort Lauderdale, FL
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.