Mark Elliot Levine

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

• 01/1995 → Present
  Mml Investors Services, Inc.
  Horsham, PA
• 12/1994 → Present
  Mass Mutual Life Insurance Company
  Horsham, PA

Other Businesses

1)NAME: MARK E LEVINE, INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: FINANCIAL SERVICES REP START: 10/05/2021 NO HR/MO: 1-3 NO HR/MO DUR TRADING: 1-3 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, HEALTH 2)COMPREHENSIVE COACHING U INC, INV REL:N ADDR:727 MALLARD PLACE N WALES PA 19454 NATURE:BOOKKEEPING AND BILL PAYING FOR WIFE'S COMPANY, POSITION:W-2 INCOME/EMPLOYEE START:2009 NO HR/MO:8 NO HR/MO DUR TRADING:0. 3)NAME:HEARTREPENEUR LLC INV REL:Y ADDR:727 MALLARD PL NORTH WALES PA 19454 NATURE:BUSINESS CONSULTING AND TRAINING PROGRAMS FOR BUSINESS, POSITION:OWNER START:1/1/2018 NO HR/MO:6 NO HR/MO DUR TRADING:0

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-06

Designations

• Chartered Financial Consultant