Terrell Joyner

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:

Current Employers

Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-05-17

CT RA
APPROVED

Since 2024-05-17

Branch Locations

330 Whitney Avenue Suite 600, Holyoke, MA 01040 • United States

Suffield, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mass Mutual Life Insurance Company	Holyoke	MA	03/2014	Present
Mml Investors Services, Llc	Holyoke	MA	04/2014	Present

03/2014 → Present

Mass Mutual Life Insurance Company

Holyoke, MA
04/2014 → Present

Mml Investors Services, Llc

Holyoke, MA

Other Businesses

(1) NAME: AMWINS INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: HEALTH, GROUP LIFE, GROUP HEALTH, DENTAL VISION, DISABILITY, HEALTH INSURANCE POSITION: AGENT START: 9/10/2018 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0. (2) NAME: TERRELL JOYNER INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: MA HEALTH CONNECTOR POSITION: BROKER START: 11/1/2019 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 DUTIES: PROVIDE GUIDANCE TO BUSINESS OWNERS ON THE OPTIONS AVAILABLE THROUGH THE MA HEALTH CONNECTOR. (3) NAME: TERRELL JOYNER INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: BUSINESS COACHING AND CONSULTATION POSITION: OWNERSHIP START: 1/1/2020 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3. (4) NAME: TERRELL JOYNER AND DUSTIN ROSE INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: RENTAL INCOME POSITION: OWNER START: 06/01/2022 NO HRS/MO: 0.5 NO HRS/MO DUR TRADING: 0 DUTIES: PROPERTY MAINTENANCE. (5) NAME: THE CONSULTING WEBB, INC. INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: A MEMBERSHIP ORGANIZATION. BUILDING A NETWORK OF CONSULTANTS POSITION: OWNER START DATE: 10/114/2024 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: OVERSEE COMPANY ACTIVITIES AND COO. (6) NAME: JUNIOR ACHIEVEMENT OF WESTERN MASS INV REL: N ADD: 1500 MAIN ST, #217, SPRINGFIELD, MA 01103 NATURE: NON-PROFIT POSITION: CHAIR OF THE BOARD START DATE: 07/01/2025 NO HRS/MO: 8 NO/HRS MO DUR TRADING: 4 DESCRIBE DUTIES: AS CHAIR OF RHE BOARD, I AM RESPONSIBLE FOR PROVIDING STRATEGIC LEADERSHIP TO THE BOARD.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-06-26
S63	Uniform Securities Agent State Law Examination	2011-09-23

S65 Uniform Investment Adviser Law Examination

2014-06-26
S63 Uniform Securities Agent State Law Examination

2011-09-23

Other Names

Terrell Joyner
Terrell Joyner

View on SEC IAPD