Plantation, FL Peters Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
13
Of 5,061 advisors across 1,224 offices
Location
8151 Peters Road, Suite 1700
Plantation FL 33324
Advisors at this office
13
Advisors at this office
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.
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.
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.
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.
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.
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.
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.
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.
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.
Stephanie B
Series 63, Series 65
Plantation, FL
Mass Mutual Investors Services
Stephanie Brandon is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include a 26-year tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company. She is also president and owner of Brandon Financial Consulting Group, a business entity used for advisory compensation and expense management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative annual planning engagements.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")