Mml Investors Services, LLC
About this Advisor
April Romero is a financial advisor whose office is in Virginia Beach, Virginia. Currently a registered advisor with Mml Investors Services, LLC, Romero has 10 years of experience as a registered investment advisor. Romero maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Romero can work with clients based out of Virginia. Their career trajectory has included roles at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Laroche Financial/Massachusetts Mutual Life Insurance Company, Stephens & Laroche Financial Partners/Massachusetts Mutual Life, Laroche Wealth Management/Massachusetts Mutual Life Insurance Co and Homemaker. Mml Investors Services, LLC is based out of Virginia Beach, Virginia, and has 1,335 locations in the nation. In aggregate, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 client accounts and employs more than 7,471 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. 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
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
April Romero Work History
April has 10 years of experience.
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Laroche Wealth Management/Massachusetts Mutual Life Insurance Co
Stephens & Laroche Financial Partners/Massachusetts Mutual Life
Laroche Financial/Massachusetts Mutual Life Insurance Company
April Romero has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
Newtown Square, PA
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.