Katherine
Stevick

Mml Investors Services, LLC

CRD#6289117
Investment Advisor
in Fayetteville, NC

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

701 Hay Street
Fayetteville, NC 28301

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

NC Average: $16,012,751,954
Total Number of Employees

7,620

NC Average: 118
Total Number of Accounts

287,089

NC Average: 4,567
Average Account Size

$219,257

NC Average: $3,506,186

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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
  • Other

Katherine Stevick Work History

Katherine has 10 years of experience.

2020 - Present (2 years)

Mml Investors Services LLC

2020 - Present (2 years)

Massmutual Life Insurance Co

2014 - 2014 (< 1 year)

First Command Financial Planning, Inc

2014 - 2020 (6 years)

First Command Financial Planning, Inc

2014 - 2020 (6 years)

First Command Insurance Services, Inc

2014 - 2020 (6 years)

First Command Advisory Services

2013 - 2013 (< 1 year)

Sykes Enterprises

2013 - 2013 (< 1 year)

Extended Travel

2013 - 2013 (< 1 year)

Opus 1 Solutions

2012 - 2013 (1 year)

Aflac

Disclosures

Katherine Stevick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Robert Merckling
New York, NY
Jeremy Straub
Saint Augustine, FL
Donald Gretta
Center Valley, PA
Claire Williams
Boston, MA
Carlos Forde Jr
Peachtree Corners, GA
Eugene Peysakh
Elmsford, NY
Coleman Barron
Memphis, TN
Steven Karlik
Naples, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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