Invested Better
Unclaimed

Unclaimed

Unclaimed

Zoe Fern McFadden

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 Zoe? Claim Your Profile

About Zoe Fern McFadden

Zoe McFadden is a financial advisor with Mutual of America Securities LLC. Zoe is registered in Connecticut and Massachusetts and holds the Series 63, SIE, and Series 6TO licenses. She is located in Glastonbury, CT.

Firm Information

Zoe McFadden 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.

Zoe McFadden’s Registration & Firm History

CT

03/03/2023 - Present

Mutual OF America Securities LLC (GLASTONBURY CT)

Not sure if Zoe Fern McFadden is right for you?

Licenses & Designations

BC

Issued 02/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2022

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zoe Fern McFadden.
Not sure if Zoe Fern McFadden is right for you?