Mml Investors Services, LLC
About this Advisor
David Maurer is a certified financial planner operating in Princeton, New Jersey, who has been in the financial industry for 10 years. Maurer is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at New England Securities, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Maurer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Mml Investors Services, LLC is a business that has its headquarters in Princeton, New Jersey. The company has offices in 1,155 locations and a total of 7,620 employees. It administers $63 billion in total assets among its 287,089 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 384 charities and foundations. The business has a wide assortment 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. Financial advisory fees usually vary depending on the services provided. However, fee types billed by Mml Investors Services, LLC likely include some combination 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
David Maurer Work History
David has 10 years of experience.
Mml Investors Services, LLC
Massmutual Life Insurance Co
Metlife Securities Inc
New England Securities
David Maurer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Downers Grove, IL
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.