Diana Kokhan

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

• 01/2017 → Present
  Massmutual Life Insurance Co
  Ft Lauderdale, FL
• 02/2017 → Present
  Mml Investors Services, Llc
  Ft Lauderdale, FL
• 01/2015 → Present
  Florida Atlantic University
  Boca Raton, FL

Other Businesses

(1)NAME: CARRY LEVINSON INV REL: Y ADDR: 5551 N UNIVERSITY DR #201, CORAL SPRINGS, FL 33067 NATURE: IND LIFE POSITION: AGENT/SALES START: 11/01/2018 NO HRS/MO: 20 NO HRS/MO DURING TRADING: 0.(2)NAME: DIANA KOKHAN INV REL: Y ADDR: 748 NE 72ND ST BOCA RATON FL 33487 NATURE: LIFE SETTLEMENTS/VIATICALS POSITION: AGENT START: 08/08/2019 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0. (3)NAME: KOKHAN & CO LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OTHER: LLC USED FOR 1099 INCOME AND EXPENSES POSITION: OWNER START: 02/20/2019 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0. (4) NAME: DIANA KOKHAN INV REL: Y ADD: 215 N NE RIVER DR EAST UNIT 550, FT LAUDERDALE, FL 33301 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURNACE AGENT START DATE: 08/05/2022 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: LIFE(TERM/UNIVERSAL/WHOLE), DISABILITY, LONG-TERM CARE, FIXED ANNUITIES AND HEALTH.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Diana Kokhan
• Diana V. Kokhan