Victor
Valliere
Mml Investors Services, LLC
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About this Advisor
Victor Valliere is a financial advisor operating out of Warwick, Rhode Island with a total of 1 year of industry experience. Valliere is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Iggy'S, Dunkin Donuts, Gillette Stadium, Columbia, University Of Rhode Island, Rhode Island College, Warwick Veterans High School, North Smithfield High School and Mccourt Middle School. Valliere has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Rhode Island and Texas. Mml Investors Services, LLC is an advisory company operating out of Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It manages $59 billion in total assets among its 326,297 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 447 charities and foundations. The advisory firm provides a diverse set 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 advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Mml Investors Services, LLC likely are comprised of some blend 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
Victor Valliere Work History
Victor has been registered as a financial advisor for 1 years.*
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
University Of Rhode Island
Columbia
Dunkin Donuts
Gillette Stadium
Rhode Island College
Iggy'S
North Smithfield High School
Warwick Veterans High School
Mccourt Middle School
*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 Victor Valliere 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
Chesterfield, MO
Tampa, FL
Springfield, MA
Dallas, TX
Lake Oswego, OR
Iselin, NJ
Seattle, WA
Lehi, UT
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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