Maria
Popa

Mml Investors Services, LLC

CRD#5790177
Investment Advisor
in Memphis, TN

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About this Advisor

Maria Popa is an advisor based in Memphis, Tennessee. Currently a registered advisor at Mml Investors Services, LLC, Popa has 10 years of professional experience in the financial advisory industry. Popa maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Popa can work with clients in Tennessee. During their career, Popa has held roles at Morgan Stanley Smith Barney, Watch Systems, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Mml Investors Services, LLC is headquartered in Memphis, Tennessee, and operates out of 1,335 additional offices in the United States. In aggregate, Mml Investors Services, LLC oversees $40 billion in assets across 206,878 client accounts and retains more than 7,471 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Mml Investors Services, LLC offers 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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

949 Shady Grove Rd S Ste 300
Memphis, TN 38120

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

TN Average: $16,012,751,954
Total Number of Employees

7,471

TN Average: 118
Total Number of Accounts

206,878

TN Average: 4,567
Average Account Size

$191,239

TN Average: $3,506,186

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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
  • Other

Maria Popa Work History

Maria has 10 years of experience.

2017 - Present (4 years)

Mml Investors Services, LLC

2016 - Present (5 years)

Massmutual Life Insurance Co

2011 - 2017 (6 years)

Metlife Securities Inc

2010 - 2010 (< 1 year)

Morgan Stanley Smith Barney

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

2010 - 2010 (< 1 year)

Watch Systems

Disclosures

Maria Popa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Michael Madsen
Meridian, ID
Shannon Pinder
San Jose, CA
Robert Penn
Charlottesville, VA
Jonathon Butler
Helena, MT
Michael Hartsough
Bala Cynwyd, PA
Sammy Sayed
Toledo, OH
Jeremy Lindquist
Manchester, NH
Chad Tourin
Fort Lauderdale, FL

This content was compiled from the SEC and FINRA.

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.

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