Roy HalvorsenCRD Number: 234714
Current Firm: Mml Investors Services, LLC
Roy Halvorsen (CRD# 234714) is an Investment Advisor Representative working at Mml Investors Services, LLC in Edgewater, NJ and has over 25 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Mml Investors Services, LLC||Edgewater, NJ||Sep 1982 - Current||39|
|Massachusetts Mutual Life Insurance Company||Edgewater, NJ||Sep 1964 - Current||57|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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