Malcolm Louis Terrell

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

• 08/2012 → 01/2021
  Us Navy
  Chesapeake, VA
• 01/2021 → 05/2022
  Guardian Life Insurance Company
  Virginia Beach, VA
• 03/2021 → 05/2022
  Park Avenue Securities Llc
  Virginia Beach, VA
• 05/2022 → Present
  Mml Investors Services, Llc
  Virginia Beach, VA
• 04/2022 → Present
  Massmutual Life Insurance Co
  Virginia Beach, VA

Other Businesses

(1) Name: Skylar's Investments L.L.C. Inv rel: Y Addr: At residential address Nature: LLC for pass through income from securities business Position: Owner Start: 01/08/2021 No hrs/mo: 0 No hrs/mo dur trading: 0 Duties: A pass through entity that receives income from securities business.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-08

Other Names

• Malcolm Terrell