Mml Investors Services, LLC
About this Advisor
Joshua Lauer is a financial advisor operating in Buffalo, New York, with a total of 10 years of professional experience. Lauer is an employee of Mml Investors Services, LLC. During their career, the advisor has held roles 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 maintains a Series 63 license, qualifying them as a securities agent, and is able to serve investors in New York and Texas. Mml Investors Services, LLC is an advisory business operating in Buffalo, New York. The firm has offices in 1,155 locations and a total of 7,620 people on staff. It controls $63 billion in assets under management among its 287,089 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 384 charities and foundations. Mml Investors Services, LLC offers a broad set 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. Fees charged by financial advisors typically depend on which services are offered. However, fees charged by Mml Investors Services, LLC likely are comprised 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
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
Joshua Lauer has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Saint Augustine, FL
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