Julie Langelier Yunker

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

• 03/2017 → Present
  Mml Investors Services, Llc
  Rochester, NY
• 07/2016 → Present
  Mass Mutual Life Insurance Company
  Rochester, NY

Previous Registrations

• 2005-12-06 → 2017-03-25
  Msi Financial Services, Inc.
  Elmsford, NY
  Elba, NY
  Latham, NY
  Atlanta, GA
  Atlanta, GA
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Lambertville, NJ
  Elba, NY
  Springfield, MA
  Springfield, MA
  Cranford, NJ
  Rochester, NY
  Rochester, NY
• 2004-09-20 → 2005-12-31
  Metlife Investment Fund Services Llc
  Woodbridge, NJ

Other Businesses

(1)NAME: JULIE LANGELIER YUNKER INV REL: Y ADD: 400 MERIDIAN CENTRE, SUITE 105 ROCHESTER NY 14618 NATURE: NONMMLIA - INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, ANNUITIES POSITION: AGENT START DATE: 12/10/2018 NO. HR/MO: 10. NO. HR/MO DURING SEC TRADING: 10. (2)NAME: SOLEA ON THE LAKE INV REL: Y ADD: 8435 W. LAKE ROAD BATAVIA NY 14020 NATURE: RENTAL INCOME POSITION: CO-OWNER START DATE: 11/17/2020 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 (3)NAME: GENESEE COUNTY YMCA, INV REL:N ADDR: 209 E MAIN ST, BATAVIA NY 14020 NATURE: YMCA/WORKOUT FACILITY, POSITION:BOARD MEMBER START: 09/18/2024, NO HR/MO: 4 NO HR/MO DUR TRADING:0 DUTIES: OVERSEE OPERATIONS OF THE ORGANIZATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-15
• S65 Uniform Investment Adviser Law Examination
  2004-09-17

Other Names

• Julie Marie Langelier