Joel Norman
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, LLCOct 2023 to now
- Massmutual Life Insurance CoOct 2023 to now
- Osaic Wealth, Inc.Aug 2021 to Oct 2023
- Michigan Financial CompaniesApr 2021 to Apr 2022
- UnemployedNov 2020 to Apr 2021
- Great Lakes FinancialJan 2020 to Nov 2020
- UnemployedJun 2019 to Jan 2020
- University of Pittsburgh Residence LifeAug 2017 to May 2019
- Manchester Acadamy Charter SchoolAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7214075
- Firm CRD
- 10409