Mml Investors Services, LLC
About this Advisor
Katherine Stevick is a financial advisor who works out of Fayetteville, North Carolina, who has been in the industry for 10 years. Stevick currently works for Mml Investors Services, LLC. Their career trajectory has included roles at First Command Financial Planning, Inc, Sykes Enterprises, Aflac, Extended Travel, First Command Insurance Services, Inc, First Command Advisory Services, Mml Investors Services LLC, Massmutual Life Insurance Co and Opus 1 Solutions. Stevick holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina and Texas. Mml Investors Services, LLC is a financial advisory business based in Fayetteville, North Carolina. The firm has offices in 1,155 locations and a total of 7,620 employees. It oversees $63 billion in assets among its 287,089 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 384 charities and foundations. The firm offers a wide range 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 management fee schedules usually vary depending on the type of financial services offered. 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
Katherine Stevick Work History
Katherine has 10 years of experience.
Mml Investors Services LLC
Massmutual Life Insurance Co
First Command Financial Planning, Inc
First Command Financial Planning, Inc
First Command Insurance Services, Inc
First Command Advisory Services
Opus 1 Solutions
Katherine Stevick has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
New York, NY
Saint Augustine, FL
Center Valley, PA
Peachtree Corners, GA
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