Diane Picciotto Everhart

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

• 04/2015 → Present
  Massachusetts Mutual Life Insurance Co
  Fort Myers, FL
• 04/2015 → Present
  Mml Investors Services, Llc
  Fort Myers, FL

Other Businesses

(1)NAME: BLUE CHIP FINANCIAL OF SOUTHWEST FLORIDA INV REL: Y ADDR: 6237 PRESIDENTIAL CT SUITE 110 FORT MYERS FL 33919-3568 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: AGENT START: 01/01/2015 NO HRS/MO: 20 NO HRS DUR SEC TRADING: 20 DESCRIBE DUTIES: INDIVIDUAL LIFE, DISABILITY, LONG-TERM CARE, HEALTH, GROUP LIFE, GROUP HEALTH, FIXED ANNUITIES. (2)NAME: LAST CHANCE LIQUORS LLC INV REL: N ADDR: 20351 SUMMERLIN RD SUITE 108 FORT MYERS FL 33908 NATURE: RETAIL SALES POSITION: BOOKKEEPER START: 01/01/2019 NO HRS/MO: 10 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: LIQUOR STORE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-10-26

Designations

• Chartered Financial Consultant

Other Names

• Diane P Allen
• Diane Picciotto Allen