YM
CFP
YM
CFP

Yara Mojena

26 Years of Experience
Miami Beach, FL
Broker

Yara Mojena is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Miami Beach, FL, with 26 years of industry experience. Yara 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Miami Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Yara works as a freelance editor/copywriter and provides various digital services, such as design and photography. Both activities take a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
June 2012 - March 2017 · 4 yrs 9 mos
New England Securities Corporation
June 2012 - January 2015 · 2 yrs 7 mos
Tower Square Securities, INC.Broker
November 2008 - March 2011 · 2 yrs 4 mos
Walnut Street Securities, INC.Broker
November 2001 - March 2011 · 9 yrs 4 mos
Msi Financial Services, INC.Broker
September 2001 - March 2017 · 15 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
September 2001 - July 2007 · 5 yrs 10 mos
Metlife Securities INC.Broker
September 2001 - January 2002 · 4 mos
New England SecuritiesBroker
February 2000 - January 2015 · 14 yrs 11 mos
State Registrations3 states
FLMATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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