Zanna
Slaveniece-Priede

Mml Investors Services, LLC

CRD#5118366
Investment Advisor
in Newport Beach, CA

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About this Advisor

Zanna Slaveniece-Priede is a financial advisor operating in Newport Beach, California with a total of 6 years of relevant experience. Slaveniece-Priede is on the advisory team at Mml Investors Services, LLC. The advisor has gained experience at Mml Investors Services LLC, Massmutual/Capstone Partners Financial & Insurance Services, LLC and Axa Advisors, LLC. Slaveniece-Priede holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Mml Investors Services, LLC is an advisory company headquartered in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 people on staff. It handles $59 billion in assets under management across its 326,297 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 447 charities and foundations. The advisory firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually vary depending on the financial services offered. Fee types billed by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4695 Macarthur Court Suite 1000
Newport Beach, CA 92660

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

CA Average: $16,012,751,954
Total Number of Employees

7,379

CA Average: 118
Total Number of Accounts

326,297

CA Average: 4,567
Average Account Size

$180,164

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Zanna Slaveniece-Priede Work History

Zanna has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

Mml Investors Services LLC

2014 - Present (10 years)

Massmutual/Capstone Partners Financial & Insurance Services, LLC

2006 - 2014 (8 years)

Axa Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zanna Slaveniece-Priede to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Stephen Bishop
Bethlehem, PA
Steven Lebowitz
Memphis, TN
Christopher Thrower
Dallas, TX
Jeremy Harness
Chesterfield, MO
John Whitehead
Lake Oswego, OR
James Moore
Atlanta, GA
Brady Murray
Lehi, UT
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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