Nader IssaCRD Number: 864476
Current Firm: Mml Investors Services, LLC
Nader Issa (CRD# 864476) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Jose, CA and has over 26 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Mml Investors Services, Inc.||San Jose, CA||Sep 1986 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- 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
- 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