Sonda Rouleau Frattini

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

• 05/2008 → 07/2025
  Ameritas Life Insurance
  Tuckasegee, NC
• 05/2008 → 07/2025
  Ameritas Investment Corp.
  Tuckasegee, NC
• 03/2008 → 07/2025
  Park South Group
  Tuckasegee, NC
• 11/2021 → 07/2025
  Ameritas Advisory Services, Llc
  Tuckasegee, NC
• 07/2025 → Present
  Massmutual Life Insurance Company
  Tuckasegee, NC
• 09/2025 → Present
  Mml Investors Services, Llc
  Tuckasegee, NC

Previous Registrations

• 2021-11-01 → 2025-07-23
  Ameritas Advisory Services, Llc
  Tuckasegee, NC
• 2008-07-03 → 2021-11-01
  Ameritas Investment Company, Llc
  Tuckasegee, NC
  Lincoln, NE
  Glendale, AZ
  Lincoln, NE
  Charlotte, NC
  Omaha, NE
• 2003-10-23 → 2008-05-02
  Equity Services, Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

NAME: PARK SOUTH GROUP INV REL: Y ADD:1330 LAKE FOREST DRIVE, TUCKASEGEE, NC 28783 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 03/01/2008 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, AND FIXED ANNUITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-21
• S63 Uniform Securities Agent State Law Examination
  2003-10-01

Designations

• Chartered Financial Consultant