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Elizabeth Sophia Budabin

Mutual OF America Securities LLC

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About Elizabeth Sophia Budabin

Elizabeth Sophia Budabin is a financial advisor with over 15 years of experience in the financial services industry. Elizabeth is currently registered with Mutual of America Securities LLC and holds Series 7 and Series 66 licenses. Prior to joining Mutual of America Securities LLC, Elizabeth has also worked at Mutual of America Life Insurance Company, Chase Investment Services Corp. and UBS Financial Services Inc. Elizabeth has a strong track record of providing personalized financial advice to clients.

Firm Information

Elizabeth Budabin 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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Elizabeth Budabin’s Registration & Firm History

FL

12/08/2011 - Present

Mutual OF America Securities LLC (Boca Raton FL)

NY

12/08/2011 - 11/04/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)

NY

05/04/2010 - 12/07/2010

CHASE INVESTMENT SERVICES CORP. (BRONX NY)

PR

09/29/2004 - 07/10/2008

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)

PR

03/04/2004 - 07/10/2008

UBS FINANCIAL SERVICES INC. (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 03/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Sophia Budabin.
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