Joseph Edward Obrien

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

• 07/2016 → 03/2017
  Msi Financial Services Inc
  White Plains, NY
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Elmsford, NY
• 03/2017 → Present
  Mml Investors Services, Llc
  Elmsford, NY

Other Businesses

Independent Insurance Agent - Dental and Group Disability Income Disability Fixed Annuities Life/Accident/Health Long-Term Care Medicare Related Products Property & Casualty from Residential address - 5 security hours and 1 non security hours - since 01/2005

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-12-22

Other Names

• Joseph Edwar Obrien