Daniel Velazquez

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:

Current Employers

Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-08-11

FL RA
APPROVED

Since 2021-08-11

Branch Locations

Port St. Lucie, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual	Port St. Lucie	FL	10/2018	Present
Enterprise Holdings Inc	Wayne	NJ	12/2007	09/2017
Paychex	Fairlawn	NJ	10/2017	07/2018
Mml Investors Services	Port St. Lucie	FL	02/2020	Present

10/2018 → Present

Massmutual

Port St. Lucie, FL
12/2007 → 09/2017

Enterprise Holdings Inc

Wayne, NJ
10/2017 → 07/2018

Paychex

Fairlawn, NJ
02/2020 → Present

Mml Investors Services

Port St. Lucie, FL

Other Businesses

NAME: PORT ST. LUCIE BUSINESS CLUB INV REL: Y ADD: 7727 NW OLD GROVE LN, PORT SAINT LUCIE, FL 34987 NATURE: NETWORKING GROUP POSITION: CO-FOUNDER START DATE: 10/2023 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: EVENT DIRECTOR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-27
S63	Uniform Securities Agent State Law Examination	2020-09-19

S65 Uniform Investment Adviser Law Examination

2021-07-27
S63 Uniform Securities Agent State Law Examination

2020-09-19

Other Names

Daniel Velazquez

View on SEC IAPD