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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Agnes Barone is a financial advisor with Mutual Advisors, LLC, a firm with offices in Casper, Wyoming and Omaha, Nebraska. Mary Agnes is a Registered Investment Advisor with a Series 65 license and has more than 30 years of experience in the financial services industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
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2
WY
07/10/2013 - Present
Mutual Advisors, LLC (CASPER WY)
AZ
01/31/2013 - 07/19/2013
MUTUAL SECURITIES, INC. (PHOENIX AZ)
PA
01/02/2004 - 02/01/2013
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
CO
08/08/2002 - 12/31/2003
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
IN
12/08/1997 - 08/01/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/08/1997 - 08/01/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/31/1995 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
AZ
07/27/1994 - 12/19/1994
NORCROSS SECURITIES, INC. (PHOENIX AZ)
NA
01/21/1988 - 12/31/1988
CAPITAL ANALYSTS, INCORPORATED
NA
04/16/1987 - 01/15/1988
HALYARD SECURITIES, INC.
NA
07/16/1981 - 03/20/1987
CIGNA SECURITIES, INC.
IA
Issued 11/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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