Virginia Beach, VA Viking Dr Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
About
MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.
Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.
Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.
Based on Mass Mutual Investors Services
Expertise
Based on Mass Mutual Investors Services
Location
468 Viking Dr, Suite 102
Virginia Beach VA 23452
Advisors at this office
3
Advisors at this office
Maurice C
Series 66, Series 65
Virginia Beach, VA
Mass Mutual Investors Services
Maurice Clarke is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2006. Outside of his advisory work, Clarke owns and operates a business consulting and coaching firm serving business owners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.
Kevin H
Series 66
Virginia Beach, VA
Mass Mutual Investors Services
Kevin Heninger is a financial advisor with MassMutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Co/Clarke Financial Management, and American Funds. Outside of his advisory role, he operates a retail business selling sports cards online. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based recommendations.
Amy K
Series 66
Virginia Beach, VA
Mass Mutual Investors Services
Amy King is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds a Series 66 designation and has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2020. Prior to this, she spent nine years at JTH Tax, Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and various educational programs.
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