Paul
Liebezeit

Mma Securities LLC

CRD#2537354
Investment Advisor
in Boston, MA

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About this Advisor

Paul Liebezeit is a financial advisor based in Boston, Massachusetts, working with Mma Securities LLC. Paul has previously held positions at Purshe Kaplan Sterling Investments, Mma Asset Management LLC, Lpl Financial, LLC, Centurion Group, LLC, Marsh & Mclennan Agency LLC, and Mma Securities LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Paul is part of Mma Securities LLC, which operates out of Boston, Massachusetts. The firm has 27 offices and 181 employees. The services offered by the firm include pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mma Securities LLC includes hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

101 Huntington Ave Suite 401
Boston, MA 02199

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Mma Securities LLC Brokerage Details

Total Number of Employees

181

MA Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Paul Liebezeit Work History

2019 - Present (5 years)

Marsh & Mclennan Agency LLC

2019 - Present (5 years)

Mma Securities LLC

2010 - Present (14 years)

Mma Asset Management LLC

2014 - 2020 (6 years)

Purshe Kaplan Sterling Investments

2012 - 2019 (7 years)

Centurion Group, LLC

2010 - 2014 (4 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Paul Liebezeit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mma Securities LLC

Cy Freeman
San Diego, CA
Marc Zimmerman
Boston, MA
Dylan Cooke
San Diego, CA
Cody Lippert
San Diego, CA
Winfred Boyce
Fairburn, GA
Taylor Clark
Austin, TX
Bradley Altman
Dallas, TX
Joshua Condron
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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