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PB
CFP · ChFC
PB
CFP · ChFC

Peter Banne

MML Investors Services, LLC
44 Years of Experience
Redwood City, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Peter Banne is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Redwood City, CA, with 44 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

555 Twin Dolphin Dr, Ste 320, Redwood City, CA, 94065

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History

Regulatory History (1)
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Criminal
July 1975
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
July 1997 - March 2017 · 19 yrs 8 mos
Msi Financial Services, INC.Broker
May 1982 - March 2017 · 34 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
May 1982 - July 2007 · 25 yrs 2 mos
State Registrations16 states
AZCACOFLGAHIINMINCNENVNYORTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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