Mml Investors Services, LLC
About this Advisor
David Olson is a financial advisor working in Seattle, Washington, with 10 years of professional experience. Olson is currently employed by Mml Investors Services, LLC. Over the course of their career, they have held roles at Citigroup, Mml Investors Services and Jennifer Thomsen/ Massmutual Northwest. Olson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Mml Investors Services, LLC is a company based out of Seattle, Washington. The company has offices in 1,155 locations and a total of 7,620 employees. It has $63 billion in total assets among its 287,089 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 384 charitable organizations. Mml Investors Services, LLC performs a number of services, such as 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 fees typically are based on which services the firm provides the client. Fees charged by Mml Investors Services, LLC can consist of some combination of 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
David Olson Work History
David has 10 years of experience.
Mml Investors Services
Jennifer Thomsen/ Massmutual Northwest
David Olson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mml Investors Services, LLC
La Jolla, CA
New York, NY
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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