Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Alice Bivens is a financial advisor at Equitable Advisors, LLC, a firm with a long history of providing financial guidance to individuals and families. Mary has been active in the financial industry since 2003, serving clients in the Milwaukee, Wisconsin area. Mary's expertise is broad and deep, encompassing securities, insurance, and investment advisory services. With a wealth of experience and a commitment to client success, Mary is dedicated to helping individuals and families achieve their financial goals.
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.
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2
WI
01/17/2018 - Present
Equitable Advisors, LLC (MILWAUKEE WI)
WI
03/03/2014 - 08/07/2017
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
01/17/2014 - 02/05/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
06/25/2003 - 08/23/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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