Benjamin S Taylor

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

• 07/2002 → Present
  Mml Investors Services Inc
  Needham, MA
• 06/2002 → Present
  Massmutual
  Needham, MA

Other Businesses

NAME: BENJAMIN S. TAYLOR INV REL: Y ADD: 101 FEDERAL STREET SUITE 800 BOSTON MA 02110 NATURE: NONMMLIA INSURANCE BROKERAGE POSITION: AGENT START DATE: 3/27/2014 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: INDIVIDUAL AND GROUP LIFE & HEALTH (2) NAME: BENJAMIN S. TAYLOR INV REL: Y ADD: 197 FIRST AVE., SUITE 250, NEEDHAM, MA 02494 NATURE: LIFE SETTLEMENT POSITION: PARTNER START DATE: 02/24/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: ASSIST CLIENT WITH SOURCING AND VETTING LIFE SETTLEMENT OFFERS FOR THE POLICY IN QUESTION

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-29
• S63 Uniform Securities Agent State Law Examination
  2002-08-02