Dina Delre
Dina Delre is a registered investment advisor at MML Investors Services, LLC, based in South River, NJ, with 29 years of industry experience. Dina 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
South River, NJ
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Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Dina is an independent insurance agent selling dental, group disability income, disability, property & casualty, fixed annuities, life/accident/health, and LTC insurance products since 2014. She spends minimal time on this activity.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Vista Fund Distributors, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Guardian Investor Services CorporationBroker
State Registrations9 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.