Nader Issa
Nader Issa is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in San Jose, CA, with 47 years of industry experience. Nader 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
950 S Bascom Ave, Ste 2112, San Jose, CA, 95128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nader is an agent for Silcon Valley Financial Group, selling individual life insurance since 1974, dedicating a few hours per week. He is also a trustee of an Irrevocable Life Insurance Trust (ILIT) for two friends since 1995, requiring minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Massachusetts Mutual Life Insurance CompanyBroker
New England Securities CorporationBroker
State Registrations26 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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