Peri Kaitlin Jacobowitz

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

• 08/2011 → 03/2017
  Metlife Securities Inc.
  Pearl River, NY
• 07/2016 → Present
  Massmutual Life Insurance Co
  Paramus, NJ
• 03/2017 → Present
  Mml Investors Services, Llc
  Paramus, NJ

Previous Registrations

• 2012-04-25 → 2017-03-25
  Msi Financial Services, Inc.
  Pearl River, NY
  Paramus, NJ

Other Businesses

(1) Name: Peri Jacobowitz Inv rel: Y Add: 61 South Paramus Road 5th Floor Paramus, NJ 07652 Nature: NonMMLIA Insurance Brokerage Position: Renewal Services & Commissions Start date: 04/2012 No. HR/MO: 2 No. HR/MO during sec trading: 2 Describe duties: Health, Group Health, Dental and Group Disability Income. (2) Name: Peri Jacobowitz and Tees Disco Inv rel: N Add: Residential Nature: Retail Sales - Selling Personalized Gifts Position: President - Sole Operator Start date: 01/15/2023 No. HR/MO: 25 No. HR/MO during sec trading: 20. Describe duties: Creating products and selling them.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-13