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Emily Elizabeth Geiss

Mutual OF America Securities LLC

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About Emily Elizabeth Geiss

Emily Elizabeth Geiss is a registered representative with Mutual of America Securities LLC. Emily holds the Series 6, Series 63 and SIE licenses. Emily is registered in Delaware, Maryland, New Jersey and Pennsylvania. Emily has been in the securities industry since March 12, 2024. Emily is located in Conshohocken, Pennsylvania.

Firm Information

Emily Geiss 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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Emily Geiss’s Registration & Firm History

PA

03/13/2024 - Present

Mutual OF America Securities LLC (Conshohocken PA)

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Licenses & Designations

BC

Issued 06/04/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/21/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Elizabeth Geiss.
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