Mml Investors Services, LLC
About this Advisor
Cameron Koplik is a certified financial planner who works in Plainfield, New Jersey, who has been in the industry for 10 years. Koplik is an advisor for Mml Investors Services, LLC. During their career, the advisor has held roles at Pfp, New England Securities, Metlife Securities Inc, Massmutual Life Insurance Co and Mml Investors Services, LLC. Koplik has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Mml Investors Services, LLC is a company that has its headquarters in Plainfield, New Jersey. The company has offices in 1,335 locations and a total of 7,471 financial advisors. It has $40 billion in assets under management between its 206,878 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 254 charities and foundations. Mml Investors Services, LLC provides a broad range 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 management fee schedules typically are based on which service is offered. Fees charged by Mml Investors Services, LLC may include 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
Cameron Koplik Work History
Cameron has 10 years of experience.
Mml Investors Services, LLC
Massmutual Life Insurance Co
Metlife Securities Inc
New England Securities
Cameron Koplik has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Newtown Square, PA
New Bedford, MA
Virginia Beach, VA
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.