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Shanda B
Series 63, Series 65
Yorktown, VA
Mass Mutual Investors Services
Shanda Bortner is a financial advisor at MassMutual Investors Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with MassMutual Life Insurance Company and MML Investors Services since 2017, following earlier roles at Carroll Financial Associates and Cetera Advisor Networks. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual relationships that use firm-approved software for goal analysis and strategy recommendations.
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