Brian Herbert Held

Current Employers

Employment History

• 09/2004 → Present
  Massmutual Life Insurance Co
  Birmingham, AL
• 09/2004 → Present
  Mml Investors Services, Llc
  Birmingham, AL

Other Businesses

NAME: BEL INVESTMENTS, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: OWNERSHIP START: 03/2011 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0. NAME: BRIAN HELD INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: SALES, AGENT START: 07/2005 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0. (2) NAME: HELBERSH, LLC INV REL: Y ADD: RESIDENTIAL NATURE: REALTOR/REAL ESTATE POSITION: MANAGER START DATE: 01/01/2022 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: HELP MY SPOUSE WHO IS THE OWNER ON THE LLC WITH REVIEWING DECISIONS ON WHAT TO INVEST IN. NO ACTIVE OWNERSHIP INVOLVEMENT IN LLC. HAVE SIGNING AUTHORITY FOR DOCUMENTS AND CHECKING ACCOUNT. (3) NAME: BRIAN HELD INV REL: Y ADD: 1143 1ST AVE S, SUITE 107, BIRMINGHAM AL 35233 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 10/01/2024 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 5. DESCRIBE DUTIES: LIFE, DISABILITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-28
• S63 Uniform Securities Agent State Law Examination
  2004-09-30