Robert Lee Davis

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

• 08/1998 → Present
  Metropolitan Life Insurance Company
  Linthicum, MD
• 08/1998 → Present
  Metlife Securities Inc.
  Linthicum, MD
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Hunt Valley, MD
• 03/2017 → Present
  Mml Investors Services, Llc
  Hunt Valley, MD

Previous Registrations

• 2007-09-25 → 2017-03-25
  Msi Financial Services, Inc.
  Elkridge, MD
  Baltimore, MD
  New York, NY

Other Businesses

INDEPENDENT INSURANCE AGENT - LIFE/ACCIDENT/HEALTH - FROM BUSINESS ADDRESS - 0 SECURITY HOURS AND 1 NON SEURITY HOURS - SINCE 07/2008 MEMBERSHIP CHAIRMAN FOR NAIFA ANNE ARUNDEL COUNTY MD PO BOX. ANNAPOLIS, MD SINCE 1/1999 1 TRADING AND 1 NON TRADING HOUR

Exams

• S66 Uniform Combined State Law Examination
  2007-09-12