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Amanda Robinson Whelchel

MMA Securities LLC

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About Amanda Robinson Whelchel

Amanda Whelchel is a financial advisor with over 15 years of experience in the industry. Currently, Amanda is registered with MMA Securities LLC, where she is a representative of the firm since July 2022. Amanda has previously been registered with FSC Securities Corporation and PlanMember Securities Corporation. Amanda is a Series 6 and Series 63 licensed advisor. Amanda is able to provide investment advice to a wide range of clients including corporations, individuals, and pension plans. She is also able to provide financial planning services to individuals and families. Amanda has a proven track record of success in the financial services industry, and she is dedicated to helping her clients achieve their financial goals.

Firm Information

Amanda Whelchel 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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Amanda Whelchel’s Registration & Firm History

GA

07/01/2022 - Present

MMA Securities LLC (Alpharetta GA)

GA

09/16/2015 - 07/06/2022

FSC SECURITIES CORPORATION (JOHNS CREEK GA)

GA

01/07/2009 - 06/22/2015

PLANMEMBER SECURITIES CORPORATION (ATLANTA GA)

GA

01/10/2007 - 12/31/2008

CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 11/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Robinson Whelchel.
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