Mark Anthony Thomas Taverno

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

• 02/2014 → 02/2018
  Scottrade
  St Louis, MO
• 02/2018 → 09/2019
  Td Ameritrade, Inc/Td Ameritrade Investment Management Llc
  State College, PA
• 09/2019 → Present
  Massmutual Life Insurance Co
  State College, PA
• 09/2019 → Present
  Mml Investors Services, Llc
  State College, PA

Previous Registrations

• 2018-02-27 → 2019-09-11
  Td Ameritrade, Inc.
  State College, PA
• 2018-02-26 → 2019-09-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  State College, PA
• 2017-08-12 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-08-12
• S63 Uniform Securities Agent State Law Examination
  2011-08-16