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FIM
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MML Investors Services LLC presents clients with the opportunity to pick from more than 80 mutual fund families and a wide variety of 529 college savings plans. The firm’s advisors create and manage investment portfolios for clients and offer help achieving money-related objectives. The firm handles transactions of investment products such as real estate investment trusts, direct participation programs, unit investment trusts, variable annuities and variable life insurance. In addition, the firm offers a bank deposit sweep brokerage account that automatically transfers the cash balance from activities like dividend and interest payments and securities transactions into deposit accounts in one or more banks, where the cash will build interest. The firm’s advisors can sell financial products from third-party investment and insurance companies directly to clients, as well as offer securities trading.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.