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Rolan James Terrazas

Mutual OF America Securities LLC

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About Rolan James Terrazas

Rolan James Terrazas is a securities professional with Mutual Of America Securities LLC in Long Beach, California. Rolan has been in the financial services industry for over 1 year. He has passed the Series 63, Series 6TO, and SIE exams. Rolan is registered in California. He has previously worked for Park Avenue Securities LLC in Glendale, California.

Firm Information

Rolan Terrazas 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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Rolan Terrazas’s Registration & Firm History

CA

11/17/2022 - Present

Mutual OF America Securities LLC (LONG BEACH CA)

CA

10/31/2022 - 11/15/2022

PARK AVENUE SECURITIES LLC (GLENDALE CA)

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Licenses & Designations

BC

Issued 12/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rolan James Terrazas.
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