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 Mulcrone is a financial advisor with over 20 years of experience in the financial services industry. Mary is currently a Registered Representative with IHT Wealth Management LLC, a Registered Investment Advisor firm. She is also a Certified Public Accountant (CPA) and provides tax preparation and accounting services through her own firm, Mueller and Company LLP. Mary is passionate about helping her clients achieve their financial goals. She provides comprehensive financial planning services, including investment management, retirement planning, and estate planning. Mary is a Registered Representative and holds Series 6, 7, 63, and 66 licenses.
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.
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.
Financial planning fees
1
2
IL
09/08/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
02/05/2009 - 07/02/2021
CETERA FINANCIAL SPECIALISTS LLC (NAPERVILLE IL)
IL
12/11/2003 - 12/31/2008
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
WI
02/27/2002 - 12/12/2003
HARBOUR INVESTMENTS, INC. (MADISON WI)
GA
02/21/2000 - 03/06/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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