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Kenneth Lloyd

MML Investors Services, LLC

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About Kenneth Lloyd

Kenneth Lloyd is a financial advisor with over 31 years of experience in the industry. Kenneth is currently registered with MML Investors Services, LLC. Kenneth has previously been registered with G. R. PHELPS & CO., INC.. Kenneth has passed the Series 6, Series 63, Series 65, SIE exams. Kenneth also holds the no known designation. Kenneth specializes in 1, 2, 3, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

Firm Information

Kenneth Lloyd is currently registered with MML Investors Services, LLC. MML Investors Services, LLC is a Limited Liability Company registered in the state of Massachusetts. The firm offers a variety of financial services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. They have over 7,000 licensed agents and investment adviser representatives and manage over $72 billion in assets for clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm is registered with the Securities and Exchange Commission (SEC) and in 53 states.
MML Investors Services, LLC

234 Copeland St

Quincy, MA 02169

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Kenneth Lloyd’s Registration & Firm History

MA

03/01/1996 - Present

MML Investors Services, LLC (Quincy MA)

NA

03/24/1993 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

IA

Issued 12/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/1/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/22/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Lloyd.
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