Heather M Wilbur

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

• 05/2016 → Present
  Metlife Securities
  Elmira, NY
• 03/2017 → Present
  Mml Investors Services, Llc
  Rochester, NY

Other Businesses

1)NAME: ELMIRA EXPRESS BOOSTER CLUB, INC, INV REL:N ADDR:777 S MAIN STREET, ELMIRA NY 14904, NATURE: SUPPORT, PROMOTE AND ENHANCE SPORTS/BAND/CLUB ACTIVITIES AT ELMIRA HIGH SCHOOL, POSITION: SECRETARY, START: 7/1/2024, NO HR/MO: 2-3 NO HR/MO DUR TRADING:0 DUTIES: TAKING NOTES AND SUMMARIZING MONTHLY MEETINGS, SCHEDULING CONCESSION STANDS, VOLUNTEER AT FUNDRAISERS, HELP OPEN/CLOSE CONCESSION STANDS, APPROVE FUNDING REQUESTS WITH CLUB MEMBERS, DEPOSIT MONIES INTO THE CLUB BANK ACCOUNT WHEN NEEDED AND PURCHASE ITEMS ON THE CLUB'S BEHALF TO SELL AT GAMES/EVENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-06-24