Eugene
Rodriguez

Mml Investors Services, LLC

CRD#5168758
Investment Advisor
in Tampa, FL

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About this Advisor

Eugene Rodriguez is a certified financial planner working in Tampa, Florida who has 6 years of industry experience. Rodriguez currently works for Mml Investors Services, LLC. The advisor has gained experience at Metlife, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Company. Rodriguez has Series 65 and Series 63 licenses, which qualify 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 headquartered in Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 employees. It manages $59 billion in assets among its 326,297 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 447 charities and foundations. The advisory firm 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. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

Office Location

2502 N. Rocky Point Drive Suite 695
Tampa, FL 33607

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

FL Average: 118
Total Number of Accounts

326,297

FL Average: 4,567
Average Account Size

$180,164

FL Average: $3,506,186

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

Eugene Rodriguez Work History

Eugene has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massmutual Life Insurance Company

2006 - 2016 (10 years)

Metlife

2006 - 2017 (11 years)

Metlife Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eugene Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Michael Everritt
Tampa, FL
Steven Lebowitz
Memphis, TN
Patrick Thuecks
Dallas, TX
Stephen Bishop
Bethlehem, PA
Michael Altavilla
Saratoga Springs, NY
Vincent Vaghi
Bethesda, MD
Robert Ahrendt
Seattle, WA
Christopher Thrower
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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