Morgan Stanley
47yrs
Top advisor by experience in Paramus
17yrs
Annie Chen
Financial advisor at MML Investors Services
Annie Chen has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Paramus, New Jersey. Annie has been with MML Investors Services since 2023. 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 739 advisors with offices in Paramus, and one of 666 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office61 SO Paramus Rd 5th Floor Suite 575, Paramus, NJ 07652
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
- 2023 – nowMML Investors Services, LLCCurrent firm
Contact Annie
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Annie. 61 SO Paramus Rd 5th Floor Suite 575Paramus, NJ 07652Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Annie
Tailored to Annie’s registration and firm.
- 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 Annie
How do I contact Annie?
Call MML Investors Services at (413) 226-0000 and ask for Annie Chen. Annie works from the Paramus, NJ office.
How long has Annie been a financial advisor?
Annie has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.
What licenses does Annie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Annie a fiduciary?
Annie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Annie paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Annie 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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