Amanda L Stephens
Investment adviser representative at Mma Securities LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Marsh Mclennan AgencyJul 2024 to now
- Mma Securities LLCJul 2024 to now
- TIAAJun 2011 to Jul 2024
- TIAA-CREF Individual & Institutional Services, LLCJun 2011 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5099619
- Firm CRD
- 44254