Steven HarrisCRD Number: 1938948
Current Firm: Mml Investors Services, LLC
Steven Harris (CRD# 1938948) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Jose, CA and has over 21 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Mass Mutual Life Insurance Company||Springfield, MA||Mar 1999 - Current||17|
|Mml Investors Services||San Jose, CA||Mar 1999 - Current||17|
|Northwestern Mutual Life||Milwaukee, WI||Apr 1985 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1995|
|S65||NASAA Investment Advisors Law Examination||Aug 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