Shahzeib Parvez

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

• 06/2016 → 05/2019
  Oppenheimer & Co, Inc.
  Virginia Beach, VA
• 05/2019 → 05/2022
  Guardian Life Insurance Company
  Virginia Beach, VA
• 05/2019 → 05/2022
  Park Avenue Securities Llc
  Virginia Beach, VA
• 06/2022 → Present
  Mml Investors Services, Llc
  Virginia Beach, VA
• 05/2022 → Present
  Massmutual Life Insurance Co
  Virginia Beach, VA

Previous Registrations

• 2019-05-16 → 2022-06-01
  Park Avenue Securities Llc
  Virginia Beach, VA
• 2016-06-22 → 2019-05-17
  Oppenheimer & Co. Inc.
  Virginia Beach, VA
• 2012-08-06 → 2016-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  Norfolk, VA
  Virginia Beach, VA
  Norfolk, VA
  Virginia Beach, VA
• 2011-04-06 → 2012-08-06
  Ameriprise Financial Services, Llc
  Norfolk, VA
• 2007-11-19 → 2008-09-17
  Ameriprise Financial Services, Llc
  Virginia Beach, VA

Other Businesses

(1) Name: Virginia Beach Historical Houses Foundation Inv rel: N Addr: 4409 Wisthart Rd, Virginia Beach, VA 2344 Nature: Nonprofit Organization Position: Board member Start: 11/01/2021 No hrs/mo: 2 No hrs/mo dur trading: 2 Duties: Keep track of debits and credits. (2) Name: South Hampton Roads Christopher Newport Alumni Chapter Inv rel: N Addr: At residential address Nature: Nonprofit Organization Position: Board member Start: 01/01/2020 No hrs/mo: 2 No hrs/mo dur trading: 0 (3) Name: AFCEA Inv rel: Y Addr: At residential address Nature: Nonprofit Organization Position: Treasurer Start: 01/01/2022 No hrs/mo: 2 No hrs/mo dur trading: 0 Duties: Golf committee. (4) Name: Chesapeake Humane Society Inv rel: N Addr: 312 N Battlefield Blvd, Chesapeake, VA 2320 Nature: Nonprofit Organization Position: Board Member at Large Start: 09/01/2020 No hrs/mo: 2 No hrs/mo dur trading: 0 Duties: Promote Chesapeake Humane Society. (5) Name: Chesapeake Task Force on Aging Inv rel: Y Addr: At residential address Nature: Nonprofit Organization Position: Treasurer Start: 01/01/2022 No hrs/mo: 2 No hrs/mo dur trading: 0 Duties: Keep track of debits and credits. (6) Name: Shahzeib Parvez Inv rel: Y Addr: At residential address Nature: Outside insurance - life Position: Agent Start: 05/16/2019 No hrs/mo: 5 No hrs/mo dur trading: 3 Duties: Sell and service life insurance products. (7) Name: Chesapeake Public Schools Education Foundation Inv Rel: N Addr: 312 Cedar Road, Chesapeake, VA 23322 Nature: Nonprofit Organization Position: Board Member Start Date: 11/01/2023 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 0 Duties: Attend meetings, help garner support, and raise funds for the needs of Chesapeake Public

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-29
• S66 Uniform Combined State Law Examination
  2007-11-16

Other Names

• Shazeib Parvez
• Zeib Parvez