Mml Investors Services, LLC
About this Advisor
Matthew Weissman is a certified financial planner based in Wilmington, North Carolina. Currently a registered financial advisor with Mml Investors Services, LLC, they have accrued 10 years of work experience as a financial advisor. Weissman has Series 63 and Series 66 licenses, qualifying them as a securities representative. Weissman is registered to work with clients based out of North Carolina. The advisor has gained experience at Rbs Securities Inc, Mml Investors Services, Mid-Atlantic Securities, Inc and Mass Mutual Life Insurance Company. Mml Investors Services, LLC is located in Wilmington, North Carolina, and has 1,335 other brick-and-mortar locations in the United States. As a company, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 accounts and employs more than 7,471 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can offer 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. The firm's fees may 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
Matthew Weissman Work History
Matthew has 10 years of experience.
Mml Investors Services
Mass Mutual Life Insurance Company
Mid-Atlantic Securities, Inc
Rbs Securities Inc
Matthew Weissman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Kansas City, MO
Newtown Square, PA
Fort Lauderdale, FL
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.