Jeremy
Lindquist

Mml Investors Services, LLC

CRD#3198807
Investment Advisor
in Manchester, NH

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About this Advisor

Jeremy Lindquist is a financial advisor who works out of Manchester, New Hampshire, who has been in the industry for 10 years. Lindquist works at Mml Investors Services, LLC. The advisor has gained experience at Nylife Securities LLC, New York Life Insurance Company, Massmutual Life Insurance Company and Mml Investors Services. Lindquist has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Hampshire and Texas. Mml Investors Services, LLC is a financial advisory firm headquartered in Manchester, New Hampshire. The firm has offices in 1,335 locations and a total of 7,471 employees. It handles $40 billion in assets under management among its 206,878 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 254 charities and foundations. Mml Investors Services, LLC performs 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 largely depend on which service is provided. Fees charged by Mml Investors Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Yes

Office Location

23 W Webster St Unit A
Manchester, NH 03104

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

NH Average: 118
Total Number of Accounts

206,878

NH Average: 4,567
Average Account Size

$191,239

NH 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

Jeremy Lindquist Work History

Jeremy has 10 years of experience.

2011 - Present (11 years)

Massmutual Life Insurance Company

2011 - Present (11 years)

Mml Investors Services

2010 - 2011 (1 year)

Nylife Securities LLC

2010 - 2011 (1 year)

New York Life Insurance Company

Disclosures

Jeremy Lindquist has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Pawlowski
Charlotte, NC
Sang Gao
Phoenix, AZ
Taehoon Gang
Los Angeles, CA
Avinoam Efraim
Rochelle Park, NJ
Justin Previte
Boston, MA
Jonathan Markos
Las Vegas, NV
Matthew Merrick
Chesterfield, MO
April Romero
Virginia Beach, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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