Jeffrey Reimer
Jeffrey Reimer is a registered investment advisor at MML Investors Services, LLC, based in Pittsburgh, PA, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
6 PPG Place, Suite 600, Pittsburgh, PA, 15222-5406
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2017Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent selling fixed annuities, life, accident, and health insurance since 2010, dedicating minimal time to this. He also works as a seat attendant for the Pittsburgh Steelers at Heinz Field, dedicating minimal time to this as well.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Planmember Securities CorporationBroker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
Southmark Financial Services, INC.Broker
Financial Estate Planning, INC.Broker
State Registrations27 states
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.