Joseph R D'AMore

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

• 12/2009 → 03/2017
  Metlife Securities Inc.
  Waltham, MA
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Wakefield, MA
• 03/2017 → Present
  Mml Investors Services, Llc
  Wakefield, MA

Previous Registrations

• 2016-03-15 → 2016-07-28
  Mariner
  Danvers, MA
  Overland Park,, KS
• 2002-03-13 → 2009-12-21
  New England Securities
  Wakefield, MA
  Manchester, NH
  Wakefield, MA
  Nashua, NH
  Manchester, NH
  Nashua, NH

Other Businesses

Name: D'Amore PASS Path Inv rel: Y Add: At Residential Address Nature: Consulting; Tutoring and coaching for students preparing for CFP exam Position: Teacher - Coach Start date: 11/29/2021 No. HR/MO: 16 No. HR/MO during sec trading: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-05
• S63 Uniform Securities Agent State Law Examination
  2000-05-22

Designations

• Certified Financial Planner

Other Names

• Musto