linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steffy Bohorquez

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 Steffy? Claim Your Profile

About Steffy Bohorquez

Steffy Bohorquez is a financial professional with experience in the financial services industry since 2018. Steffy holds a Series 6, Series 63, and Series 6TO licenses as well as a SIE exam designation. Steffy currently works at Mutual of America Securities LLC in Linthicum, Maryland. Previously, Steffy worked for Empower Financial Services, Inc. in Greenwood Village, Colorado, and Mutual of America Securities LLC and Mutual of America Life Insurance Company in Parsippany, New Jersey. Steffy also previously worked at J.P. Morgan Securities LLC in South Richmond Hill, New York.

Firm Information

Steffy Bohorquez 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Steffy Bohorquez’s Registration & Firm History

MD

11/28/2023 - Present

Mutual OF America Securities LLC (Linthicum MD)

CO

10/20/2023 - 11/20/2023

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

NJ

07/28/2020 - 10/03/2023

MUTUAL OF AMERICA SECURITIES LLC (PARSIPPANY NJ)

NJ

07/28/2020 - 10/30/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PARSIPPANY NJ)

NY

03/10/2016 - 09/12/2018

J.P. MORGAN SECURITIES LLC (SOUTH RICHMOND HILL NY)

Not sure if Steffy Bohorquez is right for you?

Licenses & Designations

BC

Issued 03/24/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 09/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steffy Bohorquez.
Not sure if Steffy Bohorquez is right for you?