Best Investors Account Sign in

Jodi Phyllis Rosenbloom

Mml Investors Services, LLC

Studio City, CA

CRD 1754637

Claim This Profile
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
CA RA APPROVED 1997-07-08
  • CA RA
    APPROVED
    Since 1997-07-08

Branch Locations

Studio City, CA • 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, Inc. Los Angeles CA 07/1988 Present
  • 07/1988 → Present
    Mml Investors Services, Inc.
    Los Angeles, CA
Other Businesses

NAME:JODI P. ROSENBLOOM, CLU INV REL:Y ADDRESS:4515 CAMELLIA AVE. CITY:STUDIO CITY STATE:CA ZIPCODE:91602-1907 NATURE:INSURANCE BROKER POSITION:INSURANCE BROKER TITLE:OWNER HOURS WORKING:50 HOURS TRADING:0 START DATE 6/15/88, DUTIES: I HAVE ALWAYS WRITTEN OUTSIDE INSURANCE BUSINESS WITH OTHER MAJOR INSURANCE CARRIERS, MOSTLY FOR MEDICAL INSURANCE. COMPANIES SUCH AS BLUE CROSS, BLUE SHIELD, ETC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-25
  • S63 Uniform Securities Agent State Law Examination
    1987-11-25
Designations
  • Chartered Financial Consultant

View on SEC IAPD

More in Studio City, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor