Zanna Slaveniece-PriedeCRD Number: 5118366
Current Firm: Mml Investors Services, LLC
Zanna Slaveniece-Priede (CRD# 5118366) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Mml Investors Services LLC||Newport Beach, CA||Oct 2014 - Current||7|
|Massmutual/capstone Partners Financial & Insurance Services, LLC||Newport Beach, CA||Oct 2014 - Current||7|
|Unemployed||Costa Mesa, CA||Apr 2014 - Sep 2014||< 1|
|Axa Advisors, LLC||Jersey City, NJ||Mar 2006 - Mar 2014||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management49,002MILLIONS
Total Number of Accounts252,369ACCOUNTS
Average Account Value$194,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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