Unclaimed
Amanda Rutan is a financial professional with over 12 years of experience in the industry. Amanda is currently registered with Mutual of America Securities LLC, a firm that provides investment services and financial planning. Amanda has held previous roles with Mutual of America Life Insurance Company, J.P. Morgan Securities LLC, LPL Financial LLC, and FirstMerit Financial Services, Inc. Amanda's areas of expertise include investment products and variable contracts. Amanda holds Series 6, Series 63, Series 26, SIE, and Series 99TO licenses and is currently registered in Ohio, Indiana, Kentucky, Iowa, and South Dakota.
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.
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.
1
2
OH
04/10/2015 - Present
Mutual OF America Securities LLC (AKRON OH)
OH
04/10/2015 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
04/22/2014 - 04/08/2015
J.P. MORGAN SECURITIES LLC (BARBERTON OH)
OH
09/18/2013 - 03/24/2014
LPL FINANCIAL LLC (UNIONTOWN OH)
OH
02/02/2012 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (UNIONTOWN OH)
BC
Issued 07/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/28/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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