Zachary Wojtowicz

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

• 05/2015 → 03/2017
  Metlife Securities
  Warwick, RI
• 03/2017 → Present
  Mml Investors Services, Llc
  Shelton, CT
• 07/2016 → Present
  Massmutual Life Insurance Co
  Shelton, CT

Previous Registrations

• 2016-04-14 → 2017-03-25
  Msi Financial Services, Inc.
  Warwick, RI

Other Businesses

Name: Zachary Wojtowicz Inv rel: Y Add: 6 Corporate Drive Shelton CT 06484 Nature: Outside Insurance Sales Position: Agent Start date: 03/01/2017 No. HR/MO: 1 02886 No. HR/MO during sec trading: 1 Describe duties: Life, Health, Disability, Long-Term Care, & Fixed Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-07
• S63 Uniform Securities Agent State Law Examination
  2015-06-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Zach Wojtowicz