Philip Raymond Engelmann

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

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Coral Gables, FL
• 07/2016 → Present
  Massmutual Life Insurance Company
  Ft Lauderdale, FL
• 03/2017 → Present
  Mml Investors Services, Llc
  Ft Lauderdale, FL

Previous Registrations

• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Coral Gables, FL
• 1991-09-19 → 2015-01-02
  New England Securities
  Miami, FL
  Coral Gables, FL

Other Businesses

Independent Insurance Agent - from business address - Dental and Group Disability Income Disability Fixed Annuities Life/Accident/Health Long-Term Care - 0 hours involved since 04/1990

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-09-11

Designations

• Chartered Financial Consultant