Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mml Investors Services, LLC CRD 10409
$116B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Fleming Island | FL | 06/2012 | Present |
| Mml Investors Services | Fleming Island | FL | 09/2012 | Present |
NAME: GLENN PLANNING GROUP INV REL: Y ADD: 1500 SETON PLACE, FLEMING ISLAND, FL 32003 OUTSIDE INSURANCE BUSINESS POSITION: AGENT START DATE: 08/01/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, FIXED ANNUITIES , HEALTH, LTC AND DI. (2)NAME: STEVEN GLENN,CLU, CHFC, MSFS, MSM INV REL: Y ADDR: 1500 SETON PLACE FLEMING ISLAND FL 32003 NATURE: ADJUNCT PROFESSOR AT FLORIDA STATE COLLEGE AND INSTRUCTOR FOR BROKER EDUCATION SALES AND TRAINING, POSITION: SPEAKER AT INDUSTRY MEETING (NAIFA, EPC, SFSP) START: 1979 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10 (3)NAME: THE GLENN PLANNING GROUP MANAGEMENT COMPANY, INC. INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: COMPANY IS USED FOR BUSINESS EXPENSES AND ACCOUNTING PURPOSES POSITION: DIRECTOR START: 01/21/2015 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 (4)NAME: STEVEN GLENN INV REL: Y ADDR: ONE WEST ADAMS STREET JACKSONVILLE FL 32202 NATURE: CONSULTING POSITION: MEMBER OF THE JACKSONVILLE POLICE AND FIRE PENSION FUND FINANCIAL INVESTMENT AND ADVISORY COMMITTEE START: 1/18/2022 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 DESCRIBE DUTIES: ADVISE AND APPROVE INVESTMENT CHANGES AND ACTUARIAL ACTIVITIES THAT WILL AFFECT OVERALL INVESTMENT PERFORMANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-10 |
Reach out to this advisor