Louis DesioCRD Number: 5640345
Current Firm: Mml Investors Services, LLC
Louis Desio (CRD# 5640345) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tampa, FL and has over 10 years of experience in the finance industry.
St. Pete Financial Group
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Mml Investors Services||Clearwater, FL||Apr 2009 - Current||13|
|Massmutual Life Insurance Company||Tampa, FL||Oct 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
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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