Mml Investors Services, LLC
About this Advisor
Joshua Lauer is a financial advisor based out of Buffalo, New York, who has been in the advisory business for 10 years. Lauer is an advisor for Mml Investors Services, LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities LLC, Huge Daily Deal LLC, Unifirst Corp, Queen City Financial Services, LLC, Msi Financial Services, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Lauer has a Series 63 license, certifying them as a securities representative, and is approved to serve investors in Texas. Mml Investors Services, LLC is a financial advisory business based in Buffalo, New York. It has offices in 1,335 locations and a total of 7,471 employees. It oversees $40 billion in assets under management across its 206,878 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 254 charitable organizations. The company offers 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. Financial advisory fee schedules typically are based on which service is provided. However, fees charged by Mml Investors Services, LLC likely 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
Joshua Lauer Work History
Joshua has 10 years of experience.
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Queen City Financial Services, LLC
Msi Financial Services
New York Life Insurance Company
Nylife Securities LLC
Huge Daily Deal LLC
Joshua Lauer has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Hunt Valley, MD
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.