Mml Investors Services, LLC
About this Advisor
Robert Mcwilliams is a financial advisor who works in Savannah, Georgia, who has been in the financial industry for 10 years. Mcwilliams is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Mml Investors Services, LLC, Nfp Securities Inc and Massachusetts Mutual Life Insurance Co. Mcwilliams has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia and Texas. Mml Investors Services, LLC is a registered investment company headquartered in Savannah, Georgia. It has offices in 1,335 locations and a total of 7,471 financial advisors. It oversees $40 billion in assets under management among its 206,878 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 254 charities and foundations. Mml Investors Services, LLC offers a broad range 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 advisory services depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC most likely consist 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
Robert Mcwilliams Work History
Robert has 10 years of experience.
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Co
Nfp Securities Inc
Robert Mcwilliams has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Bala Cynwyd, PA
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.