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Margaret Ann Haze

Mutual OF America Securities LLC

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About Margaret Ann Haze

Margaret Ann Haze is a financial advisor with Mutual Of America Securities LLC in Milwaukee, WI. Margaret has been in the financial industry since December 24, 2005. She has a Series 7, Series 66 and Series 99TO license. Margaret is registered with FINRA and the states of Illinois, Iowa, Michigan, Minnesota, North Dakota, South Dakota, and Wisconsin.

Firm Information

Margaret Haze 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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Margaret Haze’s Registration & Firm History

WI

08/17/2012 - Present

Mutual OF America Securities LLC (MILWAUKEE WI)

WI

08/17/2012 - 11/09/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (MILWAUKEE WI)

WI

12/19/2005 - 08/10/2012

AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)

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Licenses & Designations

BOTH

Issued 11/15/2005

Series 66 - Uniform Combined 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 12/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ann Haze.
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