Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel Kurt Forsyth

Mutual OF America Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel Kurt Forsyth

Joel Forsyth is a registered representative with Mutual Of America Securities LLC. Joel has been in the securities industry since 2011 and has passed the Series 6, Series 63 and SIE exams. In addition, Joel holds the Series 99TO exam. Previously, Joel was registered with Mutual Of America Life Insurance Company, Paychex Securities Corporation and HSBC Securities (USA) Inc.. Joel is currently registered in New York.

Firm Information

Joel Forsyth 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Forsyth’s Registration & Firm History

NY

02/21/2018 - Present

Mutual OF America Securities LLC (ROCHESTER NY)

NY

02/21/2018 - 11/24/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCHESTER NY)

NY

09/09/2014 - 11/03/2017

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCHESTER NY)

NY

09/09/2014 - 11/03/2017

MUTUAL OF AMERICA SECURITIES LLC (ROCHESTER NY)

NY

07/27/2011 - 09/05/2014

PAYCHEX SECURITIES CORPORATION (WEST HENRIETTA NY)

NY

03/08/2011 - 07/18/2011

HSBC SECURITIES (USA) INC. (PENFIELD NY)

Not sure if Joel Kurt Forsyth is right for you?

Licenses & Designations

BC

Issued 03/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Kurt Forsyth.
Not sure if Joel Kurt Forsyth is right for you?