Yara Mojena (CRD# 4100668) is an Investment Advisor Representative working at Mml Investors Services, LLC in Springfield, MA and has over 21 years of experience in the finance industry. Yara Mojena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Charlotte, NC | Mar 2017 - Current | 7 |
Walnut Street Securities | St. Louis, MO | Nov 2001 - Current | 22 |
Metropolitian Life Insurance Co | Boston, MA | Sep 2001 - Current | 22 |
Metlife Securities Inc. | Boston, MA | Sep 2001 - Current | 22 |
New England Financial | Boston, MA | Nov 1998 - Current | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- FL
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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