Joseph Charles Halder

Current Employers

Employment History

• 08/1994 → Present
  Mml Investors Services, Inc.
  Brea, CA
• 06/1987 → Present
  Massachusetts Mutual Life Ins Co
  Springfield, MA

Other Businesses

NAME: JONES/HALDER & ASSOCIATES INV REL: Y ADD: 205 E. MEMORY LANE, SANTA ANA, CA 92705 NATURE: BROKERAGE, LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LTC, AND OTHER ANCILLARY EMPLOYEE BENEFIT PLANS POSITION: SALES START DATE: 1987 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: BISS, LLC INV REL: Y ADD: 205 E MEMORY LANE, SANTA ANA, CA 92705 NATURE: RENTAL PROPERTY /OWN BULDING THAT OFFICE IS HOUSED AND HELD IN THE LLC POSITION: OWNER/MANAGER START DATE: 04/2010 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 (3) NAME: JOSEPH HALDER INV REL: Y ADD: 205 E MEMORY LANE, SANTA ANA, CA 92705 NATURE: CONSULTING TO A BANK'S TRUST DEPARTMENT POSITION: INSURANCE ADVISING/CONSULTATION START DATE: 3/1/16 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 (4) NAME: ST LUCY'S PRIORY HIGH SCHOOL INV REL: N ADD: ST LUCY'S PRIORY HS 655 W SIERRA MADRE AVE GLENDORA CA 91741 NATURE: ALL GIRLS CATHOLIC HIGH SCHOOL POSITION: BOARD OF DIRECTORS START DATE: 2/2/2022 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 DUTIES: OVERSEE GENERAL MANAGMENT OF THE SCHOOL, COLLABORATE WITH OTHER DIRECTORS AND ADMINSTRATORS FOR THE BENEFIT OF THE SCHOOL.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-29
• S63 Uniform Securities Agent State Law Examination
  1994-10-21

Designations