Roberto Joel Rivera-Leal

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

• 07/2024 → Present
  Mml Investors Services, Llc
  San Juan, PR
• 09/2023 → Present
  Massmutual Life Insurance Co
  San Juan, PR
• 04/2022 → 09/2023
  Inter Strap Packaging System
  San Juan, PR
• 04/2021 → 03/2022
  Amazon
  Salem, MA
• 07/2019 → 11/2020
  At&T
  University Park, PA
• 05/2019 → 03/2022
  Pennsylvania Army National Guard
  Fort Indiantown Gap, PA
• 01/2017 → 05/2019
  Penn State Campus Recreation
  University Park, PA
• 08/2015 → 05/2019
  Penn State University
  University Park, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-23