BV
BV
Bernabe Villanueva
23 Years of Experience
Saddlebrook, NJ
6 DisclosuresBroker
Bernabe Villanueva is a registered investment advisor at Mma Securities LLC, based in Saddlebrook, NJ, with 23 years of industry experience. Bernabe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 10,839 clients.
Compensation
Commission-BasedFixed/Hourly
Firm Size
175 advisors
Number of Clients
10,839 clients
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):
- In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
- MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
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Location
Park 80 West, Plaza Two, 250 Pehle Ave., Suite 400, Saddlebrook, NJ, 07663
Get directionsHistory
Regulatory History (6)
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Judgment / Lien
August 2020Financial
December 2019Pending
Judgment / Lien
July 2019Judgment / Lien
December 2018Judgment / Lien
July 2017Financial
July 2017Final
Employment History
Current Registrations
Mma Securities LLC
January 2016 - Present · 10 yrs 9 mos
Mma Securities LLCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Citizens Securities, INC.Broker
September 2015 - December 2015 · 3 mos
Citizens Securities, INC.
May 2015 - December 2015 · 7 mos
Sentinel Pension Advisors INC
October 2011 - November 2014 · 3 yrs 1 mo
The Investment Center, INC.Broker
May 2006 - December 2006 · 7 mos
Charles Schwab & CO., INC.Broker
February 1998 - November 2004 · 6 yrs 9 mos
Waterhouse Securities, INC.Broker
July 1996 - December 1997 · 1 yr 5 mos
Euro-Atlantic Securities INC.Broker
May 1996 - January 1997 · 8 mos
Investors Associates, INC.Broker
March 1996 - May 1996 · 2 mos
Greenway Capital CORP.Broker
December 1995 - April 1996 · 4 mos
Toluca Pacific Securities CORP.Broker
December 1995 - March 1996 · 3 mos
State Registrations7 states
ALCTIAMANJNYPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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