Jose Behar
Jose Behar is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Coral Gables, FL, with 24 years of industry experience. Jose 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2525 Ponce de Leon Blvd, Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Jose is an insurance broker since 2006, selling life, disability, long-term care, fixed annuities, health, group life, and group health insurance, dedicating a few hours per week. Jose is also the managing member/owner of Coral Gables Wealth Management, LLC, spending minimal time on this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wm Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations6 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.
Exams
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