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Arnaldo Toledo Ortiz

Mml Investors Services, LLC

San Juan, PR

CRD 7234092

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-23
PR RA APPROVED 2021-04-20
  • TX RA
    APPROVED
    Since 2021-08-23
  • PR RA
    APPROVED
    Since 2021-04-20

Branch Locations

Plaza 273 Suite 1400 Ponce De Leon Avenue, San Juan, PR 00917 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company San Juan PR 05/2017 Present
Mml Investors Services, Llc San Juan PR 02/2020 Present
Premier Warranty Services San Juan PR 07/2016 01/2017
Unemployed San Juan PR 02/2017 04/2017
  • 05/2017 → Present
    Mass Mutual Life Insurance Company
    San Juan, PR
  • 02/2020 → Present
    Mml Investors Services, Llc
    San Juan, PR
  • 07/2016 → 01/2017
    Premier Warranty Services
    San Juan, PR
  • 02/2017 → 04/2017
    Unemployed
    San Juan, PR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-24
  • S66 Uniform Combined State Law Examination
    2021-03-24

View on SEC IAPD

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