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Jeremy David Mandel

Mml Investors Services, LLC

San Antonio, TX

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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-10
  • TX RA
    APPROVED
    Since 2018-10-10

Branch Locations

10101 Reunion Place Ste 360, San Antonio, TX 78216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities, Inc San Antonio TX 04/2013 09/2017
Sequent Planning, Llc San Antonio TX 09/2017 10/2018
Massmutual Life Insurance Company San Antonio TX 10/2018 Present
Mml Investors Services, Llc San Antonio TX 10/2018 Present
Futurity First Insurance Group San Antonio TX 04/2013 Present
  • 04/2013 → 09/2017
    Proequities, Inc
    San Antonio, TX
  • 09/2017 → 10/2018
    Sequent Planning, Llc
    San Antonio, TX
  • 10/2018 → Present
    Massmutual Life Insurance Company
    San Antonio, TX
  • 10/2018 → Present
    Mml Investors Services, Llc
    San Antonio, TX
  • 04/2013 → Present
    Futurity First Insurance Group
    San Antonio, TX
Previous Registrations
  • 2017-09-29 → 2018-10-04
    Sequent Planning, Llc
    San Antonio, TX
    Omaha, NE
  • 2013-04-19 → 2017-10-19
    Concourse Financial Group Securities, Inc.
    San Antonio, TX
    San Antonio, TX
  • 2008-02-08 → 2013-04-18
    Securian Financial Services, Inc.
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-15
  • S66 Uniform Combined State Law Examination
    2007-12-15

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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