Genesis Loera

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

• 12/2010 → Present
  Massmutual Life Insurance Co
  Houston, TX
• 01/2012 → Present
  Mml Investors Services, Llc
  Houston, TX

Other Businesses

(1)NAME:GENESIS LOERA INV REL:Y ADDR: 3 GREENWAY PLAZA #800, NATURE: OUTSIDE INSURANCE LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, DI, POSITION: SALES/AGENT START: 10/15/13 NO HR/MO:0 NO HR/MO DUR TRADING:0 (2)NAME: TEJANO CENTER FOR COMMUNITY CONCERNS INV REL: N ADDR: 2950 BROADWAY ST HOUSTON TX 77017 NATURE: LOCAL NONPROFIT BENEFITING UNDESERVED COMMUNITIES THROUGH VARIRTY OF PROGRAMS POSITION: BOARD MEMBER START: 03/31/2022 NO HR/MO: 5-10 NO HR/MO DUR TRADING: 1-2 DUTIES: MONTHLY BOARD MEMBER MEETINGS AND VOLUNTEER WORK AT EVENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-11
• S63 Uniform Securities Agent State Law Examination
  2012-02-14

Designations

• Certified Financial Planner