Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Dolansky is a registered representative with Ameriprise Financial Services, LLC. Mary has been in the industry since 1994 and has held previous positions with IDS LIFE INSURANCE COMPANY, PEMBROOK SECURITIES, INC., KIDDER, PEABODY & CO. INCORPORATED, USAA INVESTMENT MANAGEMENT COMPANY, and ROTAN MOSLE INC. Mary has a Series 7 and Series 66 licenses. Mary provides financial planning, asset allocation, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit sharing plans.
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.
Asset allocation services
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
TX
08/22/2002 - Present
Ameriprise Financial Services, LLC (Roanoke TX)
MN
08/22/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/12/1990 - 05/01/1991
PEMBROOK SECURITIES, INC.
NA
01/22/1987 - 08/23/1990
KIDDER, PEABODY & CO. INCORPORATED
NA
08/15/1983 - 01/13/1987
USAA INVESTMENT MANAGEMENT COMPANY
NA
05/24/1982 - 03/10/1983
ROTAN MOSLE INC.
BOTH
Issued 08/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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