Salina Lo
Salina Lo is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Newport Beach, CA, with 32 years of industry experience. Salina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4675 Macarthur Court, Suite 1050, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Salina owns rental real estate in Hermosa Beach, CA, dedicating minimal time to it since 2014. She is also an independent insurance agent selling individual and group non-variable medical insurance products, as well as servicing existing non-variable insurance policies.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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