Plantation, FL Peters Road Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

8151 Peters Road, Suite 1700

Plantation FL 33324

Advisors at this office

13

Advisors at this office

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Christopher L

Series 63, Series 65

Plantation, FL

Mass Mutual Investors Services

Christopher Lee is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at First Investors Corporation and Foresters Financial from 2015 to 2018. He also conducts outside insurance sales specializing in life, fixed annuities, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering collaborative planning and a range of investment and insurance solutions.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Yousef S

Series 63

Plantation, FL

Mass Mutual Investors Services

Yousef Surmawala is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding a Series 63 credential and having 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also associated with Massachusetts Mutual Life Insurance Company since 2016. His activities include life, health, group health, disability insurance sales, and service of fixed insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved software and collaborative planning processes.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Renzo B

Series 65

Plantation, FL

Mass Mutual Investors Services

Renzo Barredo is a financial advisor with Mass Mutual Investors Services, holding a Series 65 license and 15 years of industry experience. His work history includes roles at MassMutual Life Insurance Co, OneAmerica Securities, American United Life, Equity Services, Inc., and National Life Group. In addition to his advisory role, he is also an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with implementation options through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ari T

CFP®, ChFC®, Series 63, Series 65

Plantation, FL

Mass Mutual Investors Services

Ari Tenenbaum is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations with 34 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual in 2016. Outside of his advisory role, he is involved in mortgage loan origination through Aslan Home Lending Corporation and operates a financial group LLC. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved software and collaborative planning processes.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Richard A

CFP®, ChFC®, Series 63

Plantation, FL

Mass Mutual Investors Services

Richard Akirmaian is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he has worked since 2016 and 2017 respectively. Prior to that, he spent 18 years at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of advisory work, he is involved in an independent insurance business focusing on life insurance, fixed annuities, and long-term care. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and delivers written recommendations, offering asset management, wrap programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Maohong L

CFP®, ChFC®, Series 63

Plantation, FL

Mass Mutual Investors Services

Maohong Li is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has worked with Mass Mutual and its affiliates since 2016 and previously spent more than two decades at Metlife Securities Inc. Outside of advisory work, Li is a licensed real estate agent and notary public. Mass Mutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Christopher P

Series 63, Series 65

Plantation, FL

Mass Mutual Investors Services

Christopher Pitera is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with MetLife Securities, Inc. Additionally, he operates an insurance agency specializing in life, fixed annuities, and disability products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John A

Series 66

Plantation, FL

Mass Mutual Investors Services

John Allison is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company from 1989 to 2017. In addition to his advisory role, he is involved in individual life insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written financial recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Casey J

Series 66

Plantation, FL

Mass Mutual Investors Services

Casey Johnson is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at MetLife Securities, Inc. from 2008 to 2017 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, Johnson owns CSJ Consulting Inc. and serves as president of Graceland Adventures, LLC, which manages hunting lease contracts and related financials. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Stephanie B

Series 63, Series 65

Plantation, FL

Mass Mutual Investors Services

Stephanie Brandon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company before joining Mass Mutual. She is also the president and owner of Brandon Financial Consulting Group, an entity used for business and advisory purposes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management through collaborative, annual engagements using firm-approved software to analyze goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Mateo G

Series 66

Plantation, FL

Mass Mutual Investors Services

Mateo Garcia is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities from 2014 to 2017. In addition to his advisory role, Garcia operates an outside insurance business focusing on dental and group disability income, fixed annuities, and various types of insurance. MassMutual Investors Services 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, collaborative relationships using firm-approved tools to analyze client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Richard I

Series 66

Plantation, FL

Mass Mutual Investors Services

Richard Ioli is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2003 to 2017. He serves as a non-compensated board member for Chaminade-Madonna College Preparatory and owns an LLC for private boat use. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and offering various specialized planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Claudia S

Series 66

Plantation, FL

Mass Mutual Investors Services

Claudia Spence is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2016, joining Mass Mutual Investors Services in 2017. Prior to that, she was with Metlife Securities Inc for four years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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