Joseph Rea, financial advisor Solon OH

Joseph Rea

CRD Number: 6360909
Current Firm: Mml Investors Services, LLC

Joseph Rea (CRD# 6360909) is an Investment Advisor Representative working at Mml Investors Services, LLC in Solon, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Springfield, MA Mar 2017 - Current 7
Massmutual Life Insurance Company Springfield, MA Jul 2016 - Current 7
Metlife Securities Inc. Highland Hills, OH Jan 2015 - Mar 2017 2
New England Securities Highland Hills, OH Jun 2014 - Jan 2015 < 1
Meyer Distriubting Hudson, OH Jul 2012 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
Contact Info for Joseph Rea
Phone Number: (413)737-8400
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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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