Mml Investors Services, LLC
About this Advisor
Samuel Christie is an investment advisor in Bala Cynwyd, Pennsylvania. Currently an advisor at Mml Investors Services, LLC, they have accumulated 10 years of professional experience as a financial advisor. Christie holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Christie is able to work with customers in Pennsylvania and Texas. Over the course of their career, Christie has held roles at Massmutual, Mml Investors Services, American Process Lettering Inc, Captain Jack'S Island Grill and Widener University. Mml Investors Services, LLC is located in Bala Cynwyd, Pennsylvania, and operates out of 1,335 additional locations in the United States. In aggregate, Mml Investors Services, LLC manages $40 billion in assets throughout 206,878 client accounts and retains more than 7,471 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory 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 provide 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 may charge clients 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
Samuel Christie Work History
Samuel has 10 years of experience.
Mml Investors Services
American Process Lettering Inc
Captain Jack'S Island Grill
Samuel Christie has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
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.