Luz Nancy Giraldo

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

• 10/2000 → 03/2017
  Metlife Securities Inc.
  Metairie, LA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Cleveland, TN
• 03/2017 → Present
  Mml Investors Services, Llc
  Cleveland, TN

Previous Registrations

• 2002-10-02 → 2017-03-25
  Msi Financial Services, Inc.
  Metairie, LA
  Metairie, LA
  New Orleans, LA
  Metairie, LA
  Slidell, LA
  Metairie, LA

Other Businesses

(1)NAME: NANCY GIRALDO INV REL: Y ADDR:123 POTEET RD SE, CLEVELAND, TN, USA, 37323 NATURE: INDIVIDUAL LIFE & HEALTH POSITION: AGENT START: 01/2011 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-13
• S63 Uniform Securities Agent State Law Examination
  2005-01-24

Other Names

• Nancy Giraldo Wills
• Nancy Giraldo Wills
• Luz Nancy G Wills
• Luz Nancy Giraldo Wills