Mutual Group
Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc, then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results. Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc, member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc.(collectively “Mutual Group”) are affiliated companies.
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Verified contacts
56
available on Kipplo
LinkedIn employees
78
51 to 200 range
Open roles
—
no listings
Distinct roles
44
indexed titles
Tech stack
4
tools in use
Monthly traffic
272
organic / mo
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Decision-makers and verified team members
56 contacts with verified email or phone · masked until revealed.
- AG
Aleksandra Gierszewska
Director of Compliance · Finance & Accounting
EmailPhone - BB
Brande Belanger
Director, Client Compensation · Customer/Client Service
EmailPhone - ES
Ellen Shearin
Director, Service and Operations · Operations
EmailPhone - DB
Dale Braunersrither
Customer Service Specialist · Customer/Client Service
EmailPhone - HW
Haley Walters
Client Service Associate · Customer/Client Service
EmailPhone - JG
Joanna Gomez
Client Service Specialist · Customer/Client Service
EmailPhone - PJ
Patrick Jones
Advisor Marketing Specialist · Other
EmailPhone - RD
Ryan Deprez
Customer Service Specialist · Customer/Client Service
EmailPhone - SC
Sheena Cervantes
Client Compensation Specialist · Finance & Accounting
EmailPhone
Showing 9 of 56 verified contacts
Top roles at Mutual Group
44 distinct titles indexed · top 10 shown.
- 3client service specialist
- 3head cashier
- 2chief executive officer
- 2customer service specialist
- 2director of compliance
- 2mutual securities, inc member finra, sipc
- 2trading and operations specialist
- 1,,
- 1administrative assistant
- 1advisor marketing specialist
- +34more titles
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