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Sofia Victoria Martinez

Mml Investors Services, LLC

San Juan, PR

CRD 6928874

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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:

Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-05-29
  • PR RA
    APPROVED
    Since 2025-05-29

Branch Locations

Plaza 273 Suite 1400 Ponce De Leon Avenue, San Juan, PR 00917 • 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 Llc San Juan PR 06/2024 Present
Massmutual Life Insurance Co San Juan PR 03/2024 Present
Student San Juan PR 08/2013 01/2018
Massmutual Puerto Rico San Juan PR 02/2018 03/2019
Business Management Solutions San Juan PR 04/2019 10/2020
Fransglobal Corp San Juan PR 11/2020 05/2023
Self-Employed San Juan PR 06/2023 05/2024
  • 06/2024 → Present
    San Juan, PR
  • 03/2024 → Present
    Massmutual Life Insurance Co
    San Juan, PR
  • 08/2013 → 01/2018
    Student
    San Juan, PR
  • 02/2018 → 03/2019
    Massmutual Puerto Rico
    San Juan, PR
  • 04/2019 → 10/2020
    Business Management Solutions
    San Juan, PR
  • 11/2020 → 05/2023
    Fransglobal Corp
    San Juan, PR
  • 06/2023 → 05/2024
    Self-Employed
    San Juan, PR
Other Businesses

NAME: SOFIA V MARTINEZ JOGLAR INV REL: Y ADD: SAN JUAN, PR 00924 NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START DATE: 7/27/2022 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: BASIC MAINTANANCE OF PROPERTY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
  • S66 Uniform Combined State Law Examination
    2025-05-19
Other Names
  • Sofia Victoria Martinez
  • Sofia Victoria Martinez Joglar

View on SEC IAPD

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