Leon Almeida
Leon Almeida is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Paramus, NJ, with 17 years of industry experience. Leon 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
61 So Paramus Rd, 5th Floor Suite 575, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Leon sells life, health, and property & casualty insurance, dedicating minimal time to these activities. He also invests in and owns real estate, spending a few hours per week on this endeavor, and sells fixed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
David Lerner Associates, INC.Broker
State Registrations22 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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