Josephine Olmstead
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.
- MML Investors Services, LLCNov 2025 to now
- Massmutual Life Insurance CompanyOct 2025 to now
- Equitable Advisors LLCDec 2021 to Oct 2025
- Pruco Securities LLCSep 2018 to Dec 2021
- The Prudential Insurance Company of AmericaSep 2018 to Dec 2021
- Hornor Townsend & Kent IncOct 2016 to Sep 2018
- Penn Mutual Life Ins CoAug 2016 to Sep 2018
- Wealth Development Strategies Investment Advisory, Inc.Aug 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6713562
- Firm CRD
- 10409