Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Alexandria Newburn is an investment advisor representative and has been in the industry for over 9 years. Mary is currently registered with Independent Advisor Alliance, LLC, and is licensed in Arkansas. Previously, Mary was registered with Woodmen Financial Services, Inc., in Arkansas. Mary has passed exams including Series 63, Series 66, Series 7TO, SIE, and Series 6. Mary is a registered representative of LPL Financial LLC, but Mary has also recently started working for Independent Advisor Alliance and is registered as an investment advisor representative. Mary offers financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
AR
09/30/2022 - Present
Independent Advisor Alliance, LLC (HOT SPRINGS AR)
AR
06/15/2013 - 08/08/2016
WOODMEN FINANCIAL SERVICES, INC. (HOT SPRINGS AR)
BOTH
Issued 07/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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