MML Investors Services, LLC

Industry: Company

Description

Headquarters: Massachusetts Founded: 1981 Parent organization: MassMutual Holding LLC Subsidiaries: Mml Investors Services, Llc, Brokerage Investments, MMLISI Financial Alliances LLC

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MML Investors Services, LLC Employees

Employee
Years
Job
Industry
Eddie Hamp Eddie Hamp Tampa/St. Petersburg, Florida Area Details
Eddie Hamp's MML Investors Services, LLC Experience October 2010 - March 2012
Job Wealth Management
Industry Financial Services
Experience
University of South Florida  August 2013 - Present
USF Federal Credit Union  August 2013 - Present
Hillsborough Community College  September 2004 - Present
MetLife Securities  March 2012 - July 2013
Tampa, FL  November 2010 - July 2013
MML Investors Services, LLC   October 2010 - March 2012
First Access & Members Mutual of Florida   March 1999 - August 2010
Tampa Bay Federal  1992 - August 2010

Skills
Leadership, Strategic Planning, Strategy, Insurance, Marketing, Finance, Coaching, Credit, Accounting, Investments, Management, Fundraising, Team Building, Public Speaking, Training, Leadership Development, Business Strategy, Market Research, Customer Service, Budgets, Research, Financial Analysis, Banking, Loans, Microsoft Office, PowerPoint, Organizational..., Policy, Contract Negotiation, Negotiation, Project Management, Executive Management, Event Planning, Change Management, Non-profits, Risk Management, Analysis, Sales, Small Business, Nonprofits, Microsoft Excel, Business Planning, Process Improvement, Business Development, Marketing Strategy, Social Networking, Team Leadership, Entrepreneurship, New Business Development, Public Relations

Education
University of South Florida   1999 — 2001
Masters of Science, Management and Organizational Leadership

University of Wisconsin-Madison - School of Business   1993 — 1995
Graduate Certificate, Credit Union Management

University of South Florida   1974 — 1978
Bachelor of Arts, Finance

Chamberlain High School

Universit of South Florida and USF Sports Car Club

Richard Ladew Richard Ladew Springfield, Massachusetts Area Details
Richard Ladew's MML Investors Services, LLC Experience December 2011 - Present
Job Investment Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2013 - Present
MML INVESTORS SERVICES, LLC   December 2011 - Present
WMUA 91.1 FM  2007 - May 2013
MassMutual Financial Group  2007 - 2011
FIDELITY ADVISOR FUNDS   October 2005 - October 2007
FIDELITY ADVISOR FUNDS   September 2002 - October 2005
St. Joseph's Hospital   December 1999 - September 2002

Skills
Customer Service, Editing, Writing, Series 7, Series 24, Series 53, Series 63, Securities, Radio, Finance

Education
University of Massachusetts, Amherst   2010 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of New Hampshire   1993 — 1999
BS, Occupational Therapy/Therapist

Bill Ahearn Bill Ahearn Greater Boston Area Details
Bill Ahearn's MML Investors Services, LLC Experience May 2010 - Present
Job Finance & Insurance
Industry Financial Services
Experience
MML Investors Services, LLC   May 2010 - Present
Otis & Ahearn, Inc.   May 2005 - Present
Baystate Financial Services  June 2000 - May 2010
New England Financial  July 2001 - May 2005
Amica Insurance  June 2000 - July 2001
Baystate Financial Services  July 1997 - June 2000
Prudential Insurance  May 1978 - July 1997

Skills
Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Mutual Funds, Series 6, Retirement, Long-term Care, Strategic Financial..., Series 7, Estate Planning

Education
American College   1985 — 1994
CLU, ChFC

Babson College   1973 — 1976
BS, Marketing

Boston College   1972 — 1973

David Marley, Jr. David Marley, Jr. Miami/Fort Lauderdale Area Details
David Marley, Jr.'s MML Investors Services, LLC Experience October 1988 - Present
Job President at Creative Financial Concepts, Inc
Industry Financial Services
Experience
Creative Financial Concepts, Inc   July 1987 - Present
MassMutual Financial Group  July 1987 - Present
MML Investors Services, LLC   October 1988 - Present
Creative Financial Solutions, Inc   April 1996 - April 2000

Education
Norwich University

Christy Zielinski, CLU®, ChFC®, ChSNC® Christy Zielinski, CLU®, ChFC®, ChSNC® Agawam, Massachusetts Details
Christy Zielinski, CLU®, ChFC®, ChSNC®'s MML Investors Services, LLC Experience November 2005 - November 2008
Job Compliance Consultant
Industry Financial Services
Experience
MassMutual Financial Group  November 2008 - Present
MML Investors Services, LLC   November 2005 - November 2008
OnCore Manufacturing Services, LLC  2003 - 2005

Skills
Compliance, Securities Regulation, CLU, Risk Management, FINRA, Training, Management, Leadership, Securities, Series 6, Series 24, Series 7, Strategic Planning, Six Sigma, Series 63, Investments, Financial Services, Mutual Funds, Advertising Research, Online Advertising, Social Media Advertising

Education
The American College   2010 — 2012
CLU, ChFC, ChSNC

Bay Path College   2007 — 2009
Master of Arts (M.A.), Communications

Bay Path College   2006 — 2008
Master's degree, Communications and Information Management

Agawam High School

Daniel Dillingham Daniel Dillingham Greater Detroit Area Details
Daniel Dillingham's MML Investors Services, LLC Experience 1986 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Planning Counselors and Associates, Inc.   1992 - Present
Spectrum Financial Corporation   1988 - Present
MassMutual Southeast Michigan  1986 - Present
MML Investors Services, LLC   1986 - Present

Education
Central Michigan University   1970 — 1974
BS, Business Administration, Graduate

Ryan Oestreich, CLU®, ChFC®, CFBS, ChSNC™ Ryan Oestreich, CLU®, ChFC®, CFBS, ChSNC™ Center Valley, Pennsylvania Details
Ryan Oestreich, CLU®, ChFC®, CFBS, ChSNC™'s MML Investors Services, LLC Experience September 2008 - Present
Job Senior Vice President, Financial Planner
Industry Financial Services
Experience
MML Investors Services, LLC   September 2008 - Present
MassMutual Financial Group  July 2008 - Present
MassMutual Eastern Pennsylvania  June 2008 - Present

Skills
Estate Planning, Employee Benefits, Succession Planning, Asset Management, Insurance Planning, Retirement Planning, Long Term Care, Annuities, Disability Insurance, Tax Reduction, 401k, Wealth Accumulation, Financial Planning, Health Insurance, Investment Advisory, Strategic Financial..., Fixed Annuities, Retirement, Investments, Mutual Funds, Insurance, Life Insurance, 401k Rollovers, Variable Annuities, Roth IRA, Investment Management, Long Term Care Insurance, Financial Services, IRAs, Financial Advisory, Financial Analysis, Wealth Management, Finance, Securities, Investment Strategies, Trust Services, Portfolio Management, Term Life Insurance, Strategy, Analysis, Whole Life, Equities, Asset Allocation, High Net Worth..., Small Business, Personal Finance, Wealth, Financial Planners, Series 7, Series 63

Education
The American College   2012 — 2012
ChSNC, Chartered Special Needs Consultant

The American College   2010 — 2011
CFBS, Certified Family Business Specialist

The American College   2009 — 2010
CLU, Chartered Life Underwriter

The American College   2008 — 2009
ChFC, Chartered Financial Consultant

Albright College   2004 — 2008
Bachelor of Science in Business Administration, Finance, International Business, and the Spanish Language

Center for Cross-Cultural Studies   2005 — 2005
Bachelor of Science in Business Administration, International Business and the European Union

Central Bucks High School East   2000 — 2004
Scholar's Diploma, CB East

Melissa Cross Melissa Cross Springfield, Massachusetts Area Details
Melissa Cross's MML Investors Services, LLC Experience 2000 - 2007
Job Strategic Business Development
Industry Investment Management
Experience
Newfound Research LLC  2015 - Present
Babson Capital Management  2011 - 2015
Babson Capital Management  2007 - 2011
MML Investors Services LLC  2000 - 2007

Skills
Investments, Asset Management, Mutual Funds, Relationship Building, Strategic Thinking, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Business Development, Management, Fixed Income, Portfolio Management, Financial Services, Securities, Series 7, Investment Management

Education
American International College
MBA, Finance

Nichols College
Bachelor of Science, Business Administration

David Marley David Marley Miami/Fort Lauderdale Area Details
David Marley's MML Investors Services, LLC Experience October 1988 - Present
Job President at Creative Financial Concepts, Inc
Industry Insurance
Experience
Creative Financial Concepts, Inc   April 1996 - Present
MassMutual Financial Group  July 1987 - Present
MML Investors Services, LLC   October 1988 - Present
Creative Financial Solutions, INC   April 1996 - April 2000

Education
Norwich University

Andy Psilis Andy Psilis Greater Detroit Area Details
Andy Psilis's MML Investors Services, LLC Experience February 2011 - December 2011
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  November 2014 - Present
PNC  January 2012 - November 2014
Kyklos Helenic Society   January 2010 - January 2012
MML Investors Services LLC  February 2011 - December 2011
AXA Advisors  August 2009 - February 2011
Henkel International   May 2008 - August 2008

Education
Walsh College of Accountancy and Business Administration   2009 — 2013
MBA and MSF, FINANCE

Michigan State University   2005 — 2009
Eli Broad College of Business, finance

Certifications

Carl Shullman, MBA Carl Shullman, MBA Greater Detroit Area Details
Carl Shullman, MBA's MML Investors Services, LLC Experience August 1987 - Present
Job Registered Representative of MML Investors Services, LLC.
Industry Financial Services
Experience
MML Investors Services, LLC   August 1987 - Present
MassMutual Southeast Michigan  1987 - Present
MassMutual-Corporate Office   1987 - 2014
MassMutual-Corporate Office   1987 - 2014
MassMutual-Corporate Office   1987 - 2014
Ross Roy Inc.   February 1983 - December 1986
Carter Wallace Inc.  1978 - 1983
Bristol-Myers Squibb  1971 - 1978
Ogilvy & Mather Inc.   1964 - 1971

Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Series 63, Wealth Management, Asset Managment, Portfolio Management, Fixed Annuities, New Business Development, Financial Services, Retirement, Disability Insurance, Life Insurance, 401k, Due Diligence, Risk Management, Underwriting, Long-term Care, Financial Risk, Business Planning, Loans, IRAs, Insurance, Executive Management, Finance, Mutual Funds, Employee Benefits, Financial Planning, Series 24

Education
Columbia University - Columbia Business School   1962 — 1964
MBA, Business

City University of New York   1958 — 1962
BS, Chemistry/Economics

Wm. Gordon Merrick, CLU, ChFC Wm. Gordon Merrick, CLU, ChFC Charlottesville, Virginia Area Details
Wm. Gordon Merrick, CLU, ChFC's MML Investors Services, LLC Experience November 1984 - Present
Job Financial Advisor
Industry Financial Services
Experience
MML Investors Services, LLC   November 1984 - Present
WFG Benefits, Inc   2008 - 2014

Education
The American College   1992 — 1996
Chartered Life Underwriter and Chartered Financial Consultant

The American College   1992 — 1992
Chartered Life Underwriter, Finance and Insurance

The College of William and Mary   1967 — 1971
Bachelor of Science (B.S.), Biology- Pre-Med

Gerry Gangloff Gerry Gangloff Greater Chicago Area Details
Gerry Gangloff's MML Investors Services, LLC Experience 2004 - 2007
Job Managing Partner, GPG & Associates LLP CPAs
Industry Accounting
Experience
GPG & Associates LLP CPAs   January 1991 - Present
Evron Industries and predecessor CPA firms   January 1980 - June 2008
MML Investors Services, LLC   2004 - 2007

Skills
Financial Accounting, Tax Preparation, Financial Planning, Strategic Financial..., Income Tax, Tax Returns, Tax, CPA, Auditing, Tax Advisory, Financial Statements, Management, Budgets, Finance, Accounting, Business Planning

Education
DePaul University   1980 — 1982
MBA, Finance and portfolio management

Loyola University of Chicago   1967 — 1970
BBA, Accounting

John Denler, Jr. John Denler, Jr. Greater Detroit Area Details
John Denler, Jr.'s MML Investors Services, LLC Experience June 2007 - Present
Job Registered Principal of MML Investors Services LLC and Associate Supervisory Officer MassMutual Southeast Michigan
Industry Financial Services
Experience
MML Investors Services LLC  June 2007 - Present
MassMutual Southeast Michigan  June 2007 - Present
Fifth Third Securities  December 2006 - June 2007
MML Investors Services, Inc.   November 2004 - December 2006
Seymour Gill Financial   November 2004 - December 2006
The MONY Group  July 2003 - November 2004
Kreiner Financial Group   January 2000 - July 2003
Lincoln Financial Advisors  October 1991 - January 2000

Skills
Strategic Financial..., Insurance, Retirement Planning, Finance, Financial Services, Disability Insurance, Fixed Annuities, Portfolio Management, Investment Advisory, Financial Planning, Long Term Care, Banking, FINRA, Annuities, Employee Benefits, Long-term Care, Long Term Care Insurance, Investments, Securities

Education
University of Michigan
BA, LSA, History & Economics

Oakland University
MA, History, U.S. Constitutional History

University of Michigan
JD,, Constitutional Law

Jean Beranek Jean Beranek Rockford, Illinois Details
Jean Beranek's MML Investors Services, LLC Experience November 2009 - June 2012
Job Financial Professional at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  June 2012 - Present
MML Investors Services, LLC   November 2009 - June 2012
BC Ziegler  May 2003 - November 2009
RBC Wealth Management  September 1997 - May 2003

Skills
Investments, Insurance, Charitable Remainder..., Retirement Plans and..., College Savings Plans, Fixed Annuities, Variable Annuities

Education
Rockford College   1971 — 1973
Bachelor of Arts (B.A.), English Literature

Elmhurst College   1965 — 1967
English Language and Literature, General

Lee Koenigsberg Lee Koenigsberg New York, New York Details
Lee Koenigsberg's MML Investors Services, LLC Experience April 1996 - Present
Job
Industry Financial Services
Experience
MML Investors Services, LLC   April 1996 - Present
J.R. Phelps   January 1984 - March 1996

Education
Case Western Reserve University
BBA

University of North Carolina at Chapel Hill
MBA

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