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Yolanda Michelle Gardner

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.

  1. Mma Securities LLCSep 2023 to now
  2. Marsh Mclennan AgencySep 2023 to now
  3. Ygm ConsultingApr 2021 to now
  4. Osaic Wealth, Inc.Sep 2023 to Sep 2024
  5. Advisor GroupApr 2023 to Sep 2024
  6. Triad AdvisorsMay 2021 to Sep 2022
  7. Members Trust CompanyAug 2016 to Apr 2021
  8. Credit Union Investment ServicesFeb 2015 to Apr 2021
  9. Center for Creative LeadershipDec 2014 to Dec 2016
  10. Secu Brokerage ServicesOct 2014 to Apr 2021
  11. Secu Life Insurance CompanyOct 2014 to Apr 2021
  12. State Employees' Credit UnionDec 2012 to Apr 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2015

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
6416060
Firm CRD
44254
Advisor's SEC record (opens in a new tab)
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