Best Investors Account Sign in
Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2001-07-23
  • CA RA
    APPROVED
    Since 2001-07-23

Branch Locations

1103 Johnson Avenue, San Luis Obispo, CA 93401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Inc. Fresno CA 04/1990 Present
Mass Mutual Life Insurance Spfld MA 04/1990 Present
  • 04/1990 → Present
    Mml Investors Services, Inc.
    Fresno, CA
  • 04/1990 → Present
    Mass Mutual Life Insurance
    Spfld, MA
Other Businesses

NAME: MATT KOKKONEN, CLU INV REL: Y ADD: 1103 JOHNSON AVENUE SAN LUIS OBISPO, CA 93401 NATURE: LIFE, HEALTH AND PROPERTY/CASUALTY POSITION: AGENT START DATE: 1970 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 10 (2)NAME: MATT KOKKONEN INV REL: Y ADD: 1103 JOHNSON AVENUE SAN LUIS OBISPO, CA 93401 NATURE: REAL ESTATE RENTALS POSITION: OWNER START DATE: 1970 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: OWNER (3) NAME: MATT KOKKONEN INV REL: Y ADD: 1103 JOHNSON AVENUE, SAN LUIS OBISPO, CA 93401 NATURE: TPA/PENSION SERVICES POSITION: OWNERSHIP START DATE: 1980 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: ASSIST CLIENTS WITH ANNUAL REPORTS (4) NAME: MATT KOKKONEN INV REL: Y ADD: 1103 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 NATURE: LIFE SETTLEMENTS/ VIATICALS POSITION: AGENT START DATE: 2018 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 2 (5) NAME: MATT KOKKONEN INV REL: N ADD: 1103 JOHNSON AVE SAN LUIS OBISPO CA 93401 NATURE: BUSINESS CONSULTING POSITION: SALES START DATE: 1979 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-27
S63 Uniform Securities Agent State Law Examination 1995-10-06
  • S65 Uniform Investment Adviser Law Examination
    1999-12-27
  • S63 Uniform Securities Agent State Law Examination
    1995-10-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Luis Obispo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor