Regal Investment Advisors
40yrs
Top advisor by experience in Canyon Lake
32yrs
Mark Ramos
Financial advisor at MML Investors Services
Mark Ramos is a fiduciary financial advisor in Canyon Lake, California, with 32 years in the industry. Mark joined MML Investors Services in 2026, after six years at Eagle Strategies and three years at Pruco Securities. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 12 advisors with offices in Canyon Lake, and one of 11 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience nationwide
OfficeCanyon Lake, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowMML Investors Services, LLCCurrent firm
- 2019 – 2025Eagle Strategies LLCPreviously
- 2013 – 2017MML Investors Services, LLCPreviously
- 2010 – 2013Pruco Securities, LLC.Previously
- 2007 – 2010LPL Financial LLCPreviously
- 2005 – 2007Wamu Investments, Inc.Previously
- Dec 2003 – Nov 2004Citicorp Investment ServicesPreviously
- 1998 – 2002Morgan Stanley DW Inc.Previously
Contact Mark
Canyon Lake, CAOffice · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call MML Investors Services at (413) 226-0000 and ask for Mark Ramos. Mark works from the Canyon Lake, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1994, about 32 years. Top 12% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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