Deanna Ann Filosa

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1996 → Present
  Mml Investors Services, Llc
  Melville, NY
• 03/1996 → Present
  Massmutual Life Insurance Co
  Melville, NY

Other Businesses

(1) NAME: DEANNA FILOSA INV REL: Y ADD: 48 SOUTH SERVICE ROAD, SUITE 400 MELVILLE, NY 11747 NATURE: NONMMLIA INSURANCE BROKERAGE POSITION: AGENT START DATE: 03/1996 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 20 DESCRIBE DUTIES: INDIVIDUAL AND GROUP LIFE, INDIVIDUAL AND GROUP HEALTH, LIFE(TERM/UNIVERSAL/WHOLE), DISABILITY, LONG-TERM CARE, FIXED ANNUITIES AND HEALTH (2) NAME: DEANNA FILOSA, CLU, ChFC INV REL: Y ADD: 48 SOUTH SERVICE RD, SUITE 400, MELVILLE, NY 11747 NATURE: EDUCATIONAL WORKSHOPS FOR MEDICAL STUDENTS AND PHYSICIANS POSITION: EDUCATIONAL PRESENTER/OWNER START DATE: 02/15/2026 NO HRS/MO: 2 NO/HRS MO DUR TRADING: 2 DESCRIBE DUTIES: EDUCATIONAL PRESENTATIONS TO MEDICAL STUDENTS - PHYSICIANS THAT ADDRESS THE FOLLOWING TOPICS: BUDGETING, SAVING, BASICS OF INVESTING, INSURANCE, CREDIT AND DEBT MANAGEMENT, PATHWAY TO HOME OWNERSHIP AND RETIREMENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-02-28

Other Names

• Deanna Samaritano