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Margaret E Simonds

Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. MML Investors Services, LLCMar 2020 to now
  2. Mass Mutual Life Insurance CompanyFeb 2020 to now
  3. Park Avenue SecuritiesJan 2017 to Feb 2020
  4. Guardian LifeSep 2016 to Feb 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019

State registrations

Registered as an investment adviser representative in 1 state (TX).

MML Investors Services, LLC

$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2601766
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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