James Ditzel, financial advisor Boston MA

James Ditzel

CRD Number: 4373047
Current Firm: Mml Investors Services, LLC

James Ditzel (CRD# 4373047) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boston, MA and has over 21 years of experience in the finance industry. James Ditzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Hingham, MA Mar 2014 - Current 8
Mass Mutual Life Insurance Company Hingham, MA Feb 2014 - Current 8
Northwestern Mutual Investment Services LLC Quincy, MA Dec 2008 - Feb 2014 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2001 - Feb 2014 12
Northwestern Mutual Investment Services, LLC Milwaukee, WI Mar 2001 - Feb 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
Contact Info for James M. Ditzel
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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