Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin William Wallace is a financial professional with over 24 years of experience in the financial services industry. Edwin is currently registered with Mutual of America Securities LLC. Edwin has a strong background in investments, having held prior roles at Mutual of America Life Insurance Company. Edwin holds the Series 6, Series 99, and SIE licenses. Edwin's experience and qualifications position them to provide valuable guidance and support to clients in their financial planning needs.
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.
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NY
09/29/2020 - Present
Mutual OF America Securities LLC (ROCHESTER NY)
NY
01/09/1998 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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