Roya Moltaji
Roya Moltaji is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Minneapolis, MN, with 22 years of industry experience. Roya 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
100 South Fifth Street, Suite 2300, Minneapolis, MN, 55402
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roya sells life, health, and disability insurance as an agent, dedicating about 10-20% of her time to this. She also owns real estate, a rental property, and ROYA Investments LLC, and serves on boards, including as co-chair of a capital campaign and as a finance committee member.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations26 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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