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Michael Jack Persia

Mutual OF America Securities LLC

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About Michael Jack Persia

Michael Jack Persia is a financial professional with over 2 years of experience in the industry. Michael Jack Persia is currently registered with Mutual of America Securities LLC, based in Conshohocken, Pennsylvania. Prior to this, Michael Jack Persia was registered with BESTVEST INVESTMENTS, LTD. Michael Jack Persia holds Series 66, Series 7TO, and SIE licenses and is registered in Delaware, New Jersey, and Pennsylvania.

Firm Information

Michael Persia 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 Persia’s Registration & Firm History

PA

02/23/2023 - Present

Mutual OF America Securities LLC (Conshohocken PA)

PA

06/19/2021 - 02/16/2023

BESTVEST INVESTMENTS, LTD. (MEDIA PA)

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Licenses & Designations

BOTH

Issued 08/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jack Persia.
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