Ivan Valdes

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	1996-04-11

FL RA
APPROVED

Since 1996-04-11

Branch Locations

New Smyrna Beach, FL • United States

620 Wymore Rd Ste 220, Maitland, FL 32751 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual Life Insurance Co	Maitland	FL	01/1996	Present
Mml Investors Services, Llc	Maitland	FL	03/1996	Present

01/1996 → Present

Massmutual Life Insurance Co

Maitland, FL
03/1996 → Present

Mml Investors Services, Llc

Maitland, FL

Other Businesses

NAME: IVAN VALDES AND/OR ELITE FINANCIAL PARTNERS INV REL: Y ADDR: 301 E. PINE STREET SUITE 800 ORLANDO FL 32801 NATURE: LIFE,HEALTH, GROUP LIFE, GROUP HEALTH, DISABILITY POSITION: SALES, AGENT START: 2000 NO HR/MO: 20 NO HR/MO DUR TRADING: 20

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-12-10

S63 Uniform Securities Agent State Law Examination

1998-12-10

View on SEC IAPD