Mml Investors Services, LLC
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About this Advisor
Alan Shectman is a financial advisor located in Atlanta, Georgia. Currently a registered investment advisor with Mml Investors Services, LLC, Shectman has a notable 31 years of work experience in the financial advisory industry. Shectman has a Series 63 license, which certifies the advisor as a securities broker. Shectman is able to operate in Georgia. During their career, Shectman has held roles at Mml Investors Services, Inc and Connecticut Mutual Life Ins Company. Mml Investors Services, LLC is based out of Atlanta, Georgia, and has 1,335 locations throughout the United States. In aggregate, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 client accounts and employs more than 8,095 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC can offer 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. The firm's fees may include 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
Alan Shectman Work History
Alan has 31 years of experience.
Mml Investors Services, Inc
Connecticut Mutual Life Ins Company
Alan Shectman has no disclosures.
Please visit their SEC profile for more details.