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Bernabe Villanueva

MMA Securities LLC

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About Bernabe Villanueva

Bernabe Villanueva is an investment advisor representative with MMA Securities LLC. Bernabe is licensed to provide advisory services in Alabama, Connecticut, Iowa, New Jersey, New York, and Pennsylvania. Bernabe has been in the industry since 2003 and has previous experience with Citizens Securities, Inc., The Investment Center, Inc., Charles Schwab & Co., Inc., Waterhouse Securities, Inc., Euro-Atlantic Securities Inc., Investors Associates, Inc., Greenway Capital Corp. and Toluca Pacific Securities Corp. Bernabe specializes in providing financial planning, pension consulting, and educational seminars to clients.

Firm Information

Bernabe Villanueva 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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Bernabe Villanueva’s Registration & Firm History

NJ

01/21/2016 - Present

MMA Securities LLC (Saddlebrook NJ)

NY

09/10/2015 - 12/07/2015

CITIZENS SECURITIES, INC. (KINGSTON NY)

NJ

05/24/2006 - 12/31/2006

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

TX

02/02/1998 - 11/22/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NE

07/13/1996 - 12/16/1997

WATERHOUSE SECURITIES, INC. (OMAHA NE)

FL

05/02/1996 - 01/21/1997

EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)

NJ

03/25/1996 - 05/28/1996

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

NY

12/15/1995 - 04/03/1996

GREENWAY CAPITAL CORP. (NEW YORK CITY NY)

CA

12/15/1995 - 03/15/1996

TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)

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Licenses & Designations

BC

Issued 02/19/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Bernabe Villanueva. Review regulatory record here.
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