Mml Investors Services, LLC
About this Advisor
Jennifer Funk is a financial advisor working out of Cincinnati, Ohio, who has been in the financial industry for 11 years. Funk is on the advisory team at Mml Investors Services, LLC. Over the course of their career, Funk has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Funk holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Ohio. Mml Investors Services, LLC is a registered investment company that has its headquarters in Cincinnati, Ohio. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It oversees $63 billion in assets among its 287,089 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 384 charities and foundations. The firm 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 for financial advice typically depend on the financial services. Fee types charged by Mml Investors Services, LLC most likely include some combination 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
Jennifer Funk Work History
Jennifer has 11 years of experience.
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jennifer Funk has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Saint Augustine, FL
Downers Grove, IL
Los Angeles, CA
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 email@example.com.
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