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Mary Wilkinson

Vice President at MML Investors Services

Investment adviser and broker registrationsSEC record checked 17 October 2026

30
Years in the industry
9
Years at the firm
3
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Mary Wilkinson is Vice President of MML Investors Services, LLC, a Springfield investment adviser managing $116B. Mary Wilkinson has been registered through MML Investors Services since 25 March 2017, has 30 years in the industry across 3 firms and has passed 7 licensing exams.

Role at MML Investors Services

Title on Schedule A
Vice President
Control
Mary Wilkinson is a control person of MML Investors Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Mary Wilkinson has held the filed role since March 2017.

The firm

MML Investors Services, LLC
Springfield, MA

Form ADV filed 3 September 2026

$116B AUM454,836 clients4,961 advisers26 offices

Career on record

Mary Wilkinson has been registered through MML Investors Services since March 2017, and before that through Msi Financial Services, Inc. and Ing Financial Partners, Inc.

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Passed SIE · 2018
  3. Mml Investors Services, LLCCurrent
    – present · 10 years
    , · Adviser representative and broker · Firm CRD 10409
  4. Msi Financial Services, Inc.
    – · 3 years
    Charlotte, NC · Adviser representative · Firm CRD 14251
  5. Ing Financial Partners, Inc
    – · under a year
    New York, NY · Adviser representative · Firm CRD 2882
  6. Passed Series 65 · 2012
  7. Passed Series 63 · 1997
  8. Passed Series 24 · 1995
  9. Passed Series 7 and Series 27 · 1994

Registrations and exams

Mary Wilkinson has a current investment-adviser registration in North Carolina and has passed 7 qualifying exams.

North Carolina25 March 2017
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6514 July 2012
Name
Uniform Investment Adviser Law Examination
Series 6323 June 1997
Name
Uniform Securities Agent State Law Examination
Series 2427 February 1995
Name
General Securities Principal Examination
Series 275 July 1994
Name
Financial and Operations Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 713 June 1994
Name
General Securities Representative Examination

Individual record

Full name
Mary Bea Wilkinson
CRD
2159909
Firm
MML Investors Services, LLC
Registration status
Investment adviser and broker registrations

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Mary Wilkinson work?

Mary Wilkinson has been Vice President of MML Investors Services, LLC since March 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 September 2026

Is Mary Wilkinson a financial advisor?

Yes. Mary Wilkinson has a current investment-adviser registration in North Carolina, through MML Investors Services since March 2017, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Mary Wilkinson have?

Mary Wilkinson has worked in the financial industry for 30 years as of 17 October 2026, counted from 21 April 1996, across 3 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Mary Wilkinson passed?

Mary Wilkinson has passed 7 licensing exams: the Series 7, Series 27, Series 24, Series 63, Series 65, SIE and Series 99TO. The earliest, the Series 7, was passed in June 1994.

Source: IAPD individual record, checked 17 October 2026

Where did Mary Wilkinson work before MML Investors Services?

Before MML Investors Services, Mary Wilkinson was registered through Msi Financial Services, Inc., September 2014 to March 2017; Ing Financial Partners, Inc, October 2012 to October 2012.

Source: IAPD individual record, checked 17 October 2026

Leadership at MML Investors Services

Sources

  1. IAPD individual record, CRD 2159909. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of MML Investors Services, LLC, filed 3 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Mary Wilkinson or MML Investors Services, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.