Reva Zhao Azeez

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

• 03/2008 → Present
  Massmutual
  Houston, TX
• 05/2008 → Present
  Mml Investors Services, Llc
  Houston, TX

Other Businesses

NAME: ROA2 PARTNERS INC INV REL: Y ADD: 8 GREENWAY PLAZA, SUITE 1005 HOUSTON, TX. 77046 NATURE: OUTSIDE INSURANCE SALES; DISABILITY AND HEALTH POSITION: AGENT START DATE: 1/1/2012 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-15
• S63 Uniform Securities Agent State Law Examination
  2008-08-14

Other Names

• Reva Zhao
• Rui Ma
• Rui Zhao Ma