Jose Behar

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

• 10/2012 → Present
  Massmutual Life Insurance Co
  Coral Gables, FL
• 10/2012 → Present
  Mml Investors Services, Llc
  Coral Gables, FL

Previous Registrations

• 2010-09-23 → 2012-10-17
  New England Securities
  Coral Gables, FL
• 2006-07-13 → 2009-04-30
  Ssn Advisory, Inc.
  Miami, FL
• 2005-03-22 → 2006-06-13
  Truist Investment Services, Inc.
  Miami Lakes, FL
  Hialeah, FL
  Doral, FL
  Fort Lauderdale, FL
  Bal Harbour, FL
  Ft. Lauderdale, FL

Other Businesses

(1) NAME: JOSE BEHAR, INV REL: Y ADDR: 2100 PONCE DE LEON BLVD, SUITE 600, CORAL GABLES, FL 33134 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 6/2006, NO HR/MO:10 NO HR/MO DUR TRADING:2 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH, GROUP LIFE, GROUP HEALTH (2) NAME: CORAL GABLES WEALTH MANAGEMENT, LLC INV REL: Y ADDR: 2100 PONCE DE LEON BLVD, 6TH FLOOR, CORAL GABLES, FL 3313 NATURE: OWNER OF LLC - DBA FOR FIRM BUSINESS AND USED FOR BUSINESS EXPENSE PURPOSES POSITION: MANAGING MEMBER/OWNER START: 07/14/2022 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 1 DUTIES: MANAGING MEMBER/OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-07

Designations

• Chartered Financial Consultant