Peter
Klein
Mml Investors Services, LLC
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About this Advisor
Peter Klein is a financial advisor who works out of Newtown Square, Pennsylvania with 1 year of industry experience. Klein is an employee of Mml Investors Services, LLC. Over the course of their career, Klein has held roles at Massmutual Life Insurance Co/Creative Financial Group, Mml Investors Services LLC, Herman Goldner Company, Cardinal Ohara, West Chester University and Student. Klein holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Mml Investors Services, LLC is a company that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It controls $59 billion in total assets across its 326,297 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC has a broad 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. Fees for financial management are based on which services the firm provides the client. Fees charged by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
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
Peter Klein Work History
Peter has been registered as a financial advisor for 1 years.*
Mml Investors Services LLC
Massmutual Life Insurance Co/Creative Financial Group
Herman Goldner Company
West Chester University
Cardinal Ohara
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mml Investors Services, LLC
Peachtree Corners, GA
Virginia Beach, VA
Dublin, OH
Lehi, UT
Seattle, WA
Bethesda, MD
Tampa, FL
Greenvale, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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