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Martin James Coursey

Mml Investors Services, LLC

Farmington, CT

CRD 1040717

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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

AuthorityCategoryStatusDate
CT RA APPROVED 1999-10-20
  • CT RA
    APPROVED
    Since 1999-10-20

Branch Locations

231 Farmington Avenue, Farmington, CT 06032 • 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
OrganizationCityStateFromTo
Martin J Coursey Clu, Chfc Fairm CT 06/1993 Present
Mml Investors Services Farmington CT 03/1996 Present
Massmutual Life Insurance Company Springfield MA 03/1996 Present
  • 06/1993 → Present
    Martin J Coursey Clu, Chfc
    Fairm, CT
  • 03/1996 → Present
    Mml Investors Services
    Farmington, CT
  • 03/1996 → Present
    Massmutual Life Insurance Company
    Springfield, MA
Other Businesses

NAME: MARTIN COURSEY INSURANCE..INV. REL: YES..ADDR: 231 FARMINGTON AVE FARMINGTON CT.. NATURE: L/DI/LTC INSURANCE AND FIXED ANNUITY SALES..POSITION: AGENT..START: 8/2009..HRS/ MO: 10..HRS/DURING TRADING:5..DUTIES:SALES AND SERVICE OF INSURANCE PRODUCTS FOR VARIOUS CARRIERS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1993-06-15
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1993-06-15
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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