Invested Better
Unclaimed

Unclaimed

Unclaimed

Morgan Jessica Pace

Mutual OF America Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Morgan? Claim Your Profile

About Morgan Jessica Pace

Morgan Pace is a financial advisor with Mutual of America Securities LLC. Morgan has been in the industry for 9 years and has a diverse background in financial services. Prior to joining Mutual of America Securities LLC, Morgan was with MML Investors Services, LLC. Morgan is licensed to sell securities in 51 states and holds a Series 6, Series 63, Series 99TO, and SIE license.

Firm Information

Morgan Pace 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Morgan Pace’s Registration & Firm History

TX

09/17/2021 - Present

Mutual OF America Securities LLC (IRVING TX)

MA

03/19/2018 - 08/31/2021

MML INVESTORS SERVICES, LLC (WELLESLEY MA)

MA

02/01/2017 - 01/19/2018

LION STREET FINANCIAL, LLC (NEWTON MA)

MA

11/22/2016 - 02/02/2017

KESTRA INVESTMENT SERVICES, LLC (NEWTON MA)

MA

10/16/2013 - 07/27/2016

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTBOROUGH MA)

MA

10/16/2013 - 07/27/2016

MUTUAL OF AMERICA SECURITIES LLC (WESTBOROUGH MA)

Not sure if Morgan Jessica Pace is right for you?

Licenses & Designations

BC

Issued 12/19/2013

Series 63 - Uniform Securities Agent 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 10/16/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Morgan Jessica Pace.
Not sure if Morgan Jessica Pace is right for you?