Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Macy? Claim Your ProfileMacy Robertson is a financial professional with over 6 years of experience in the financial services industry. Macy currently holds a Series 6, SIE and Series 99TO licenses and is registered with the Financial Industry Regulatory Authority (FINRA). She is a registered representative of Mutual of America Securities LLC, an independent broker-dealer, where she provides financial advice and investment services to individuals and families in Louisiana and Florida. Previously, Macy worked for Mutual of America Life Insurance Company in a similar role. Macy is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
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.
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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LA
09/28/2020 - Present
Mutual OF America Securities LLC (METAIRIE LA)
LA
12/12/2016 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (METAIRIE LA)
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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