Karen Jean Nagle

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1998 → 03/2017
  Metlife Securities Inc.
  Burlington, MA
• 03/2017 → Present
  Mml Investors Services, Llc
  Eagleville, PA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Eagleville, PA

Previous Registrations

• 2007-09-06 → 2017-03-25
  Msi Financial Services, Inc.
  Plymouth Meeting, PA
  Baltimore, MD
  Norristown, PA
  Yardley, PA
  Bridgewater, NJ
  Norristown, PA
  Eagleville, PA
  Plymouth Meeting, PA
  Baltimore, MD
  Downingtown, PA
  Baltimore, MD
  Plymouth Meeting, PA
  Newtown Square, PA
  Newtown Square, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-08

Other Names

• Karen Porter Stork
• Karen Stork Porter
• Karen Jean Stork
• Karen Jean Porter
• Karen Porter
• Karen Jean Nagle
• Karen Jean Porter-Nagle