John
Rosenheim

Mml Investors Services, LLC

CRD#848629
Investment Advisor
in West Palm Beach, FL

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About this Advisor

John Rosenheim is a chartered financial consultant based out of West Palm Beach, Florida, who has been in the financial industry for 23 years. Rosenheim works at Mml Investors Services, LLC. The advisor has gained experience at Mml Investors Services, Inc, Wealth Control Advisors, LLC and Mass Mutual Life Insurance Company. Rosenheim has a Series 63 license, designating them as a securities agent, and is registered to advise clients in Florida and Texas. Mml Investors Services, LLC is a registered investment business that has its headquarters in West Palm Beach, Florida. The company has offices in 1,335 locations and a total of 7,805 financial advisors. It handles $30 billion in assets among its 185,684 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 198 charitable organizations. Mml Investors Services, LLC provides 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. Fees for financial management typically depend on which service is offered. Fee types charged by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

24 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

West Palm Beach, FL

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

FL Average: 118
Total Number of Accounts

185,684

FL Average: 4,567
Average Account Size

$162,035

FL 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

John Rosenheim Work History

John has 24 years of experience.

1996 - Present (24 years)

Mml Investors Services, Inc

1996 - Present (24 years)

Mass Mutual Life Insurance Company

1998 - 2016 (18 years)

Wealth Control Advisors, LLC

Disclosures

John Rosenheim has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Bobak Khodaie
Albuquerque, NM
Brandon Gulley
Vienna, VA
Hussain Contractor
Fort Lauderdale, FL
Dennis Hou
Brea, CA
Dennis Hamilton
Bakersfield, CA
John Schriever
Chambersburg, PA
Summer Stack
Seattle, WA
Samuel Eppy
Fort Lauderdale, FL

This content was compiled from the SEC and FINRA.

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