Bellaria Jimenez, financial advisor Iselin NJ

Bellaria Jimenez

CRD Number: 2685358
Current Firm: Mml Investors Services, LLC

Bellaria Jimenez (CRD# 2685358) is an Investment Advisor Representative working at Mml Investors Services, LLC in Iselin, NJ and has over 28 years of experience in the finance industry. Bellaria Jimenez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Iselin, NJ Mar 2017 - Current 7
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Current 7
Metlife Securities, Inc. New York, NY Aug 2002 - Current 21
Metropolitan Life Ins New York, NY Aug 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
Contact Info for Bellaria Jimenez
Phone Number: (413)737-8400
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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