Matthew Edward Telfer
Investment adviser representative at Mma Securities LLC
12 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
12 years in the industry.
- Mma Securities LLCNov 2023 to now
- Marsh Mclennan AgencyNov 2023 to now
- Pcs RetirementJan 2022 to Nov 2023
- PrincipalJun 2021 to Jan 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2021
- Wells Fargo Bank, NAFeb 2014 to Jun 2021
- Wells Fargo Advisors LLCFeb 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
- 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
- 5485061
- Firm CRD
- 44254