Stephanie Simone Brandon

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

• 05/1991 → 03/2017
  Metropolitan Life Insurance Company
  Deerfield Beach, FL
• 05/1991 → 03/2017
  Metlife Securities Inc.
  Deerfield Beach, FL
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Plantation, FL
• 03/2017 → Present
  Mml Investors Services, Llc
  Plantation, FL

Previous Registrations

• 1992-11-05 → 2017-03-25
  Msi Financial Services, Inc.
  Plantation, FL
  Plantation, FL

Other Businesses

(1) NAME: STEPHANIE S BRANDON INV REL: Y ADDR: 8151 PETERS ROAD, SUITE 1700, PLANTATION, FL 33324 NATURE: INDIVIDUAL LIFE & FIXED ANNUITIES POSITION: SALES/AGENT START: 08/2018 NO HRS: 5 NO HRS DUR TRADING: 2. (2) NAME: BRANDON FINANCIAL CONSULTING GROUP INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: OWNERSHIP OF S-CORP POSITION: PRESIDENT/OWNER START: 4/3/2023 NO HRS: 2 NO HRS DUR TRADING: 0 DESCRIBE DUTIES: OWNER-ENTITY USED FOR BUSINESS EXPENSE PURPOSES AND RECEIPT OF INVESTMENT ADVISORY COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-31
• S63 Uniform Securities Agent State Law Examination
  1998-02-17

Other Names

• Stephanie Simone Merchant
• Stephanie S Merchant