JY
JY

Joseph Yeganegi

34 Years of Experience
Kennesaw, GA
1 DisclosureBrokerSells Insurance

Joseph Yeganegi is a registered investment advisor at MML Investors Services, LLC, based in Kennesaw, GA, with 34 years of industry experience. Joseph 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

1301 Shiloh Road NW Bldg 800, Suite 830, Kennesaw, GA, 30144

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History

Regulatory History (1)
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Customer Dispute
September 2010
Denied
Other Business ActivitiesSells Insurance

Joseph owns a simple rental property since 2019, requiring minimal time. He also works in sales for Taylor, Yeganegi and Asso. selling individual life, health, & group health insurance, dedicating a few hours per week.

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.
April 2003 - March 2017 · 13 yrs 11 mos
Msi Financial Services, INC.Broker
July 1992 - March 2017 · 24 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
July 1992 - July 2007 · 15 yrs
State Registrations15 states
ALARAZCACOFLGALANYOHSCTXUTVAWV
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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