Joseph William Scheid

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

• 03/1994 → Present
  Connecticut Mutual Life Insurance Co
  Phoenix, AZ
• 03/1996 → Present
  Mml Investors Services
  Phoenix, AZ
• 03/1996 → Present
  Massmutual Life Insurance Company
  Phoenix, AZ

Other Businesses

(1) NAME: JOE SCHEID INV REL: Y ADD: 2929 E CAMELBACK ROAD, SUITE 219, PHOENIX, AZ 85016 NATURE: LIFE SETTLEMENTS/VIATICALS POSITION: SALES/AGENT START DATE: 2017 NO HRS/MO:1 NO HRS/MO DUR TRADING: 1 (2) NAME: LEGACY ADVISORS ARIZONA INV REL: N ADD: 2929 E CAMELBACK ROAD, SUITE 219, PHOENIX, AZ 85016 NATURE: BUSINESS COACHING AND GOAL SETTING. CONSULTATIVE COACHING FOR THE PURPOSES OF GROWING BUSINESS REVENUE AND ULTIMATELY, BUSINESS VALUE POSITION: OWNER, PARTNER START DATE: 11/2017 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 6 (3) NAME: DFG CASUALTY & BENEFITS, LLC INV REL: Y ADD: 2929 E CAMELBACK ROAD, SUITE 219, PHOENIX, AZ 85016 NATURE: P&C INSURANCE POSTION: SALES/ REFERRAL PARTNER START DATE: 12/2017 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 (4) NAME: LEGACY ADVISORS NETWORK LTD INV REL: Y ADD: 2929 E CAMELBACK ROAD, SUITE 219, PHOENIX, AZ 85016 NATURE: LLC FOR BUSINESS CONSULTING STUDY GROUP POSITION: MEMBER START DATE: 05/08/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 6 DUTIES: PARTICPATE IN PERIODIC MEETINGS AND FLY-INS. PROVIDE FEEDBACK TO EXECUTIVE COMMITTEE. MAY PARTICIPATE IN COMMITTEES AS NEEDED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1994-11-23