Luis R Mayoral Morales

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

• 01/2004 → Present
  Massmutual
  San Juan, PR
• 03/2004 → Present
  Mml Investor Service Inc
  San Juan, PR

Other Businesses

(1)NAME: LUIS R MAYORAL MORALES INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: SALES, AGENT START DATE: 01/1990 NO. HR/MO: 8-10 NO. HR/MO DURING SEC TRADING: 8-10 DESCRIBE DUTIES: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH. (2) NAME: LUIS R MAYORAL - TRAINING INV REL: Y ADD: URS SIERA DEL RIO, M-10 CALLE 4, SAN JUAN PR 00926 NATURE: TRAINING FOR FINANCIAL SERVICES SALES ASSOCIATE, PRODUCTS AND SELLING CONCEPT POSITION: SOLE PROPRIETOR START DATE: 04/01/2023 NO. HR/MO: 8 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: DESIGN, PREPARE, AND DELIVER SALES CONCEPTS, STRATEGIES AND PRODUCT TRAINING FOR FINANCIAL SERVICES PROFESSIONALS WITHIN OUR INDUSTRY. (3) NAME: NAIFA-PR INV REL: Y ADD: COND SAN ALBERTO 605 CALLE CONDADO SUITE 720 SAN JUAN PR 00909 NATURE: NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS POSITION: CHARIMAN EDUCATION COMMITTEE START DATE: 11/30/2023 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 2 DESCRIBE DUTIES: HELP TO COORDINATE EDUCATIONAL EFFORTS FOR THE ASSOCIATION. (4) NAME: LUIS R. MAYORAL INV REL: N ADD: RESIDENTIAL ADDRESS NATURE: AUTHOR POSITION: SOLE PROPRIETOR START DATE: 3/15/2024 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: WRITING A BOOK FOR FINANCIAL PLANNING IN PUERTO RICO, MEETING WITH EDITOR, TRANSLATION, ETC. (5) NAME: LUIS R. MAYORAL, CFP, ChFC, FSCP, LUTF INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: RESIDENT AGENT FOR ANNUITY STRUCTURED SETTLEMENTS POSITION: RESIDENT AGENT START DATE: 10/02/2025 NO HRS/MO: 1 NO/HRS MO DUR TRADING: 1 DESCRIBE DUTIES: RECEIVE LEGAL PAPERWORK RELATED TO ANY INQUIRY FOR A NON-RESIDENT AGENT APPROVED TO DO BUSINESS IN PUERTO RICO. HIS NAME IS ANGEL VIERA WHOM I HAVE KNOWN FOR MANY YEARS. HE IS WORKING OUT OF ALLIANT. I HAVE WORKED THIS CONTRACT IN THE PAST.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Luis L Mayoral
• Luis R Mayoral