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Haywood Tellis

36 Years of Experience
Clearwater, FL
4 DisclosuresBrokerSells Insurance

Haywood Tellis is a registered investment advisor at MML Investors Services, LLC, based in Clearwater, FL, with 36 years of industry experience. Haywood 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.

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.

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Location

13575 58th Street North, Clearwater, FL, 33760

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2010
Final
Customer Dispute
May 2010
Settled
Customer Dispute
February 2010
Denied
Regulatory
May 1995
Final
Other Business ActivitiesSells Insurance

Haywood is an independent insurance agent selling various insurance products, including disability, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property & casualty insurance, dedicating about 13 hours per week to this activity. He also runs Tellis and Tellis Insurance LLC for homeowners insurance, spending about 6 hours per week on it.

Employment History
Current Registrations
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 1990 - March 2017 · 26 yrs 8 mos
Msi Financial Services, INC.Broker
July 1990 - March 2017 · 26 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
July 1990 - July 2007 · 17 yrs
State Registrations15 states
ALAZCAFLGAILKYMAMSNCNYOHPATXVA
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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