Viviana Carrasquillo Zavala

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

• 05/2026 → 05/2026
  Spotin Tours
  Ceiba, PR
• 12/2023 → Present
  Mml Investors Services, Llc
  San Juan, PR
• 02/2022 → Present
  Massmutual Life Insurance Co
  San Juan, PR
• 08/2014 → 01/2022
  Banco Popular De Puerto Rico
  San Juan, PR

Other Businesses

(1) NAME: ASOCIACION DE VENTAS Y MERCADEO INV REL: N ADDR: URB CARIBE #1566 SAN JUAN PR 00929 NATURE: NON-PROFIT ORGANIZATION POSITION: VOLUNTEER START DATE: 1/1/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 2 DESCRIBE DUTIES: I WILL CONTACT PROFESSIONALS IN ORDER TO OFFER WORKSHOPS OF MARKETING TO THE STUDENTS. I WILL BE ABLE TO REQUEST FUNDS FROM DIFFERENT COMPANIES FOR SCHOLARSHIPS THAT WILL BE USED TO ENABLE STUDENTS TO ENROLL IN THE ASSOCIATION. (2) NAME: VIVIANA CARRASQUILLO ZAVALA, INV REL: Y, ADD: EDIFICIO LAS NUBES, 151 FEDERICO COSTAS LOTE A-02, SAN JUAN, PR 00919 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 5/1/2022, NO. HR/MO: 2, NO. HR/MO DURING SEC TRADING: 2, DUTIES: LIFE, FIXED ANNUITIES, CANCER INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-27