Mml Investors Services, LLC
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About this Advisor
John Rosenheim is an advisor in Boston, Massachusetts. Currently an advisor with Mml Investors Services, LLC, they have gathered a notable 22 years of professional experience as a financial advisor. Rosenheim has a Series 63 license, qualifying them as a securities agent. Rosenheim is able to act as a financial advisor in Florida and Texas. Over the course of their career, they have held roles at Wealth Control Advisors, LLC, Mml Investors Services, Inc and Mass Mutual Life Insurance Company. Mml Investors Services, LLC is headquartered in Boston, Massachusetts, and operates out of 1,335 additional locations in the nation. As a registered advisory firm, Mml Investors Services, LLC manages $29 billion in assets throughout 238,365 accounts and retains more than 8,095 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory 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 offers 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 may charge clients 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
John Rosenheim Work History
John has 22 years of experience.
Wealth Control Advisors, LLC
Mml Investors Services, Inc
Mass Mutual Life Insurance Company
John Rosenheim has no disclosures.
Please visit their SEC profile for more details.