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Juan Ramon Huerta

Mutual OF America Securities LLC

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About Juan Ramon Huerta

Juan Ramon Huerta is a financial professional registered with Mutual of America Securities LLC. Juan has been in the financial services industry since August 3, 2008 and is currently registered in Texas and New Mexico. Juan holds a Series 6, Series 63, and SIE license. He is also a registered representative of Mutual of America Life Insurance Company. Juan has prior experience with Allstate Financial Services, LLC and State Farm VP Management Corp.

Firm Information

Juan Huerta 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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Juan Huerta’s Registration & Firm History

TX

09/08/2010 - Present

Mutual OF America Securities LLC (HOUSTON TX)

TX

09/08/2010 - 11/10/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (San Antonio TX)

TX

02/22/2010 - 09/03/2010

ALLSTATE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)

IL

01/07/2008 - 07/31/2009

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 02/28/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Juan Ramon Huerta. Review regulatory record here.
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