Avinoam
Efraim

Mml Investors Services, LLC

CRD#4547435
Investment Advisor
in Rochelle Park, NJ

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About this Advisor

Avinoam Efraim is a financial advisor working in Rochelle Park, New Jersey, who has been in the industry for 10 years. Efraim is on the advisory team at Mml Investors Services, LLC. Their career trajectory has included roles at Metlife Securities Inc, Mass Mutual Life Insurance Company and Mml Investors Services. Efraim has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Mml Investors Services, LLC is a firm that has its headquarters in Rochelle Park, New Jersey. The firm has offices in 1,335 locations and a total of 7,471 employees. It manages $40 billion in assets among its 206,878 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 254 charities and foundations. The firm has 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 fees largely depend on the services. However, fee types charged by Mml Investors Services, LLC most likely are comprised of some combination 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

No

Office Location

340 W. Passaic St. Suite 1
Rochelle Park, NJ 07662

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

NJ Average: 118
Total Number of Accounts

206,878

NJ Average: 4,567
Average Account Size

$191,239

NJ 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

Avinoam Efraim Work History

Avinoam has 10 years of experience.

2014 - Present (8 years)

Mass Mutual Life Insurance Company

2014 - Present (8 years)

Mml Investors Services

2010 - 2014 (4 years)

Metlife Securities Inc

Disclosures

Avinoam Efraim has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kathryn Fitzgerald
Walnut Creek, CA
Jeffrey Chipper
Cranbury, NJ
Kristi Gomez
Fort Lauderdale, FL
Barbara Exter
Newark, DE
Tina Ye
Denver, CO
Michael Stark
Albuquerque, NM
William Pfeifer Iii
Tucson, AZ
Sara Moreno-Jurado
Wolfforth, TX

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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