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Brian Charles Yong

Mutual OF America Securities LLC

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About Brian Charles Yong

Brian Yong is a financial professional with over 10 years of experience in the financial industry. Brian is currently registered with Mutual Of America Securities LLC and holds Series 6, 63, and 99TO licenses. Brian has also held prior registrations with Mutual Of America Life Insurance Company and First Investors Corporation. Brian's experience spans a variety of financial products and services and Brian is dedicated to helping clients achieve their financial goals.

Firm Information

Brian Yong 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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Brian Yong’s Registration & Firm History

IL

02/27/2020 - Present

Mutual OF America Securities LLC (WESTCHESTER IL)

CO

09/27/2013 - 11/11/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (GREENWOOD VILLAGE CO)

AZ

09/03/2010 - 11/08/2010

FIRST INVESTORS CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 05/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Charles Yong.
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