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Joseph Michael Pereira

Mutual OF America Securities LLC

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About Joseph Michael Pereira

Joseph Michael Pereira has been in the financial services industry since February 27, 2012. Joseph Michael Pereira is currently registered with Mutual Of America Securities LLC in Boca Raton, Florida. Joseph Michael Pereira was previously registered with Mutual Of America Life Insurance Company, E*TRADE SECURITIES LLC, Prudential Annuities Distributors, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Joseph Michael Pereira holds the following securities licenses: Series 7, Series 63, Series 66, and SIE.

Firm Information

Joseph Pereira 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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Joseph Pereira’s Registration & Firm History

FL

12/11/2019 - Present

Mutual OF America Securities LLC (Boca Raton FL)

FL

12/11/2019 - 11/09/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Boca Raton FL)

FL

07/27/2016 - 11/22/2017

E*TRADE SECURITIES LLC (FT. LAUDERDALE FL)

CT

01/24/2012 - 07/19/2016

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

CT

07/02/2010 - 01/07/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)

CT

11/16/2009 - 04/29/2010

EDWARD JONES (SHELTON CT)

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Licenses & Designations

BC

Issued 01/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/25/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Pereira.
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