Keefe Pantayatiwong

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

• 01/2024 → 05/2025
  Candlewood Country Club
  Whittier, CA
• 08/2022 → 06/2023
  Raising Cane's
  Glendora, CA
• 06/2023 → 07/2023
  Greenix
  Orem, UT
• 05/2025 → 06/2025
  Mml Investors Services, Llc
  Newport Beach, CA
• 06/2026 → Present
  Massmutual Life Insurance Co
  Newport Beach, CA
• 06/2016 → 08/2022
  Student
  Glendora, CA
• 07/2023 → 01/2024
  Student
  Glendora, CA
• 06/2025 → Present
  Mml Investors Services, Llc
  Newport Beach, CA

Other Businesses

NAME: KEEFE PANTAYATIWONG INV REL: Y ADD: 4675 MACARTHUR COURT, SUITE 1050, NEWPORT BEACH, CA 92660 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 08/04/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES & HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2026-04-12