Charles Joseph Linfante

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

• 07/2016 → Present
  Mml Investors Services, Llc
  Paramus, NJ
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Paramus, NJ

Previous Registrations

• 2002-07-31 → 2017-03-25
  Msi Financial Services, Inc.
  Roseland, NJ
  Short Hills, NJ
  Paramus, NJ
  Roseland, NJ

Other Businesses

(1) Name: Charles Linfante Inv rel: Y Add: 61 S Paramus Road 5th FL Paramus, NJ 07652 Nature: NonMMLIA Insurance Brokerage Position: Sales, Renewal/Services Commission Start date: 01/2005 No. HR/MO: 5 No. HR/MO during sec trading: 5 Describe duties: Individual Life, Property/Casualty, Health, Group Life, Group Health, Disability, Long Term Care & Fixed Annuities. (2) Name: Aegis Risk Solution Group LLC Inv rel: Y Add: 61 S Paramus Road 5th FL Paramus, NJ 07652 Nature: NonMMLIA Insurance Brokerage Position: Sales Start date: 07/2017 No. HR/MO: 8 No. HR/MO during sec trading: 8 Describe duties: Property/Casualty with Aegis Risk Solution Group LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-18

Other Names

• (Jr) Charles J Linfante