Amanda Walton O'NEal

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

• 08/2007 → Present
  Massmutual Life Insurance Co
  Patchogue, NY
• 08/2007 → Present
  Mml Investors Services, Llc
  Patchogue, NY

Other Businesses

(1) NAME: SUFFOLK CHEERLEADING OFFICIALS ASSOCIATION - SECTION XI INV REL: N ADDR: 12 CLIFTON DR, PATCHOGUE, NY 11772 NATURE: BOARD SERVICE - CHEERLEADING OFFICIALS ASSOCIATION POSITION: BOARD MEMBER START: 7/1/2015 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0. (2) NAME: AWO CONSULTING INC. INV REL: Y ADDR: 12 CLIFTON DR, PATCHOGUE, NY 11772 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: SALES, AGENT START: 5/15/2007 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 30. (3) NAME: GRECO & O'NEAL WEALTH STRATEGIES INV REL: Y ADDR: 12 CLIFTON DR., PATCHOGUE, NY 11772 NATURE: OUTSIDE INSURANCE SALES POSITION: PARTNER & DIRECTOR OF PREMIUM FINANCE START DATE: 01/27/2023 NO HRS/MO 50 NO/HRS MO DUR TRADING: 40 DESCRIBE DUTIES: LIFE (TERM/UNIVERSAL/WHOLE), DISABILITY, FIXED ANNUITIES AND HEALTH.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-28

Other Names

• Amanda Dawn Walton