Unclaimed
Marie Tracey Hynes is a financial advisor with over 20 years of experience in the financial industry. Marie has a proven track record of providing personalized financial advice to individuals and families. Marie currently works at Assetmark, Inc. as a registered representative and investment advisor representative. Marie has previously worked at several other firms, including Northern Trust Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marie is a highly qualified financial advisor with a strong commitment to client service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/23/2019 - Present
Assetmark, Inc. (Phoenix AZ)
AZ
12/14/2009 - 07/12/2019
NORTHERN TRUST SECURITIES, INC. (Tempe AZ)
IL
01/10/2006 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
MO
03/10/2004 - 06/23/2005
FIRST MIDAMERICA INVESTMENT CORPORATION (ST. JOSEPH MO)
MI
07/28/1999 - 03/09/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 02/26/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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