Allen Jerome Williams

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

• 10/2023 → Present
  Massmutual Life Insurance Co
  Pittsburgh, PA
• 10/2023 → Present
  Mml Investors Services, Llc
  Pittsburgh, PA
• 06/2016 → 01/2024
  S.E. Schultz Electric, Inc
  Washington, PA

Other Businesses

1)Name: Allen Williams, Inv Rel: Y Addr: 6 PPG Pl, Ste 6, Pittsburgh PA 15222, Nature: Outside Insurance, Position: Insurance Agent, Start: 10/02/2023, No Hr/Mo: 2 No Hr/Mo Dur Trading: 2, Duties: Life, Disability & Fixed Annuities. 2)Name: Chartiers Houston School District, Inv Rel: N Addr: 2020 West Pike St, Houston PA 15342, Nature: Sports Coach, Position: Assistant Varsity Wrestling Coach, Start: 11/17/2023, No Hr/Mo: 40 No Hr/Mo Dur Trading: 15, Duties: Assist in the preparation of student athletes to compete in wrestling. November to March, Monday through Friday 3pm - 5pm. Competition to take place on Friday evenings and weekends.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-18

Other Names

• Allen Jermone Williams
• Aj Williams
• A.J. Williams
• Allen Jerome Williams
• Allen Jermone Williams