Po Wei Chang

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
TX	RA	APPROVED	2024-09-10
WA	RA	APPROVED	2024-08-26

TX RA
APPROVED

Since 2024-09-10
WA RA
APPROVED

Since 2024-08-26

Branch Locations

Issaquah, WA • 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
Mml Investors Services Inc	Issaquah	WA	10/2007	Present
Massmutual Life Insurance Co	Issaquah	WA	08/2007	Present

10/2007 → Present

Mml Investors Services Inc

Issaquah, WA
08/2007 → Present

Massmutual Life Insurance Co

Issaquah, WA

Other Businesses

(1) NAME: PO WEI CHANG, OUTSIDE INSURANCE CARRIERS INV REL: Y ADD:RESIDENTIAL ADDRESS NATURE:LIFE POSITION:AGENT START DATE:01/15/2011 NO. HR/MO:1 NO. HR/MO DURING SEC TRADING:0 (2) NAME: PO WEI CHANG INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: RENTAL PROPERTIES POSITION: OWNER START DATE: 2011 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-03
S63	Uniform Securities Agent State Law Examination	2002-03-29

S66 Uniform Combined State Law Examination

2024-08-03
S63 Uniform Securities Agent State Law Examination

2002-03-29

Other Names

Po Wei Chang
Albert Chang

View on SEC IAPD