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Michael Fee

Mutual OF America Securities LLC

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About Michael Fee

Michael Fee is a registered representative with Mutual of America Securities LLC, a firm headquartered in Conshohocken, Pennsylvania. Michael has been in the financial services industry since 2015 and holds Series 6, Series 63 and SIE licenses. Michael is registered to provide investment advice in Delaware, New Jersey and Pennsylvania. Michael was previously associated with Lincoln Financial Distributors, Inc. from 2015 to 2022.

Firm Information

Michael Fee 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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Michael Fee’s Registration & Firm History

PA

05/09/2022 - Present

Mutual OF America Securities LLC (Conshohocken PA)

PA

08/14/2015 - 05/03/2022

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 09/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Fee.
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