Mml Investors Services, LLC
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About this Advisor
Joseph Davies is a certified financial planner based in Boston, Massachusetts, with 12 years in the industry. Davies is an advisor for Mml Investors Services, LLC. During their career, Davies has held roles at New England Securities, Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Davies maintains a Series 63 license, certifying them as a securities broker, and is approved to work in Texas. Mml Investors Services, LLC is a financial advisory firm headquartered in Boston, Massachusetts. The investment advisory business has offices in 1,335 locations and a total of 8,095 employees. It has $29 billion in assets between its 238,365 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 512 charities and foundations. Mml Investors Services, LLC performs 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. Financial advisory fee schedules typically depend on which services are offered. However, fees billed by Mml Investors Services, LLC 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
Joseph Davies Work History
Joseph has 12 years of experience.
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
New England Securities
Joseph Davies has no disclosures.
Please visit their SEC profile for more details.