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Alison Jancy lee Martel

Mutual OF America Securities LLC

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About Alison Jancy lee Martel

Alison Martel is a registered representative at Mutual Of America Securities LLC. Alison has been in the securities industry for 2 years. Alison holds the Series 63, Series 6TO and SIE licenses. Alison has a registration with FINRA.

Firm Information

Alison Martel is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

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.

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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Alison Martel’s Registration & Firm History

AZ

06/21/2024 - Present

Mutual OF America Securities LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 08/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alison Jancy lee Martel.
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