Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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