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Lisa Anne Logan

Mutual OF America Securities LLC

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About Lisa Anne Logan

Lisa Logan has been in the financial services industry since June 29, 2019. Lisa Logan is currently registered with Mutual of America Securities LLC. Prior to joining Mutual of America Securities LLC, Lisa Logan was employed with J.P. Morgan Securities LLC in Cuyahoga Falls, OH. Lisa Logan holds the Series 6, Series 6TO, SIE, and Series 63 licenses. Lisa Logan is currently registered in Michigan and Ohio.

Firm Information

Lisa Logan 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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Lisa Logan’s Registration & Firm History

OH

09/18/2023 - Present

Mutual OF America Securities LLC (AKRON OH)

OH

05/27/2014 - 08/14/2018

J.P. MORGAN SECURITIES LLC (CUYAHOGA FALLS OH)

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Licenses & Designations

BC

Issued 10/12/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2023

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

BC

Issued 08/18/2023

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Anne Logan.
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