Mml Investors Services, LLC
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About this Advisor
Joshua Lauer is a financial advisor who works in Buffalo, New York, with 2 years of relevant experience. Lauer is on the advisory team at Mml Investors Services, LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities LLC, Queen City Financial Services, LLC, Msi Financial Services, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Lauer holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in New York and Texas. Mml Investors Services, LLC is a registered investment company that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in total assets among its 326,297 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 447 charities and foundations. Mml Investors Services, LLC 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. Fees charged by financial advisors depend on which services are provided. Fee types billed by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Mml Investors Services, LLC Brokerage Details
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 been registered as a financial advisor for 2 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Joshua Lauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mml Investors Services, LLC
Mercer Island, WA
Lake Oswego, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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