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Alexandra Louise Moen

MMA Securities LLC

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About Alexandra Louise Moen

Alexandra Moen is an investment advisor representative with MMA Securities LLC, licensed to conduct business in Michigan, Minnesota, and Texas. Alexandra is licensed to provide investment advice in the state of Minnesota and investment services in the states of Minnesota and Michigan. Alexandra joined MMA Securities LLC in 2017 and has over 14 years of experience in the financial industry. Before joining MMA Securities LLC, Alexandra worked at Milliman. Alexandra specializes in retirement planning and has experience working with retirement plan participants.

Firm Information

Alexandra Moen is currently registered with MMA Securities LLC. MMA Securities LLC is a Limited Liability Company formed in February 1998. The firm, headquartered in New York, NY, provides advisory services to retirement plan participants, including pension consulting, educational seminars, and selection of other advisors. With a focus on retirement services, MMA Securities LLC serves a wide range of clients, including pension and profit-sharing plans, state or municipal government entities, and plan participants. They are registered with the SEC and hold registrations in all 50 states.
MMA Securities LLC

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

Not reported

Assets Under Management

6,149

Total Clients

169

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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advisory services to retirement plan participants

Advisory services to retirement plan participants

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Based on assets under advisement or per capita

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Alexandra Moen’s Registration & Firm History

MN

02/29/2024 - Present

MMA Securities LLC (Minneapolis MN)

MN

01/30/2018 - 01/23/2020

MMA SECURITIES LLC (Minneapolis MN)

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Licenses & Designations

IA

Issued 05/21/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandra Louise Moen.
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