Joseph Zef Marnikovic
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 2024 to now
- Massmutual Life Insurance CoOct 2024 to now
- Cpa Services of New EnglandApr 2024 to now
- American Strategic Investment Co.Sep 2023 to Apr 2024
- G&p Acquisition CorpDec 2020 to Nov 2022
- Ar Global Investments LLCOct 2017 to Apr 2024
- Diamond CompaniesNov 2016 to Oct 2017
- Claremont CompaniesAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7989855
- Firm CRD
- 10409