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 Sani is a financial professional with over 6 years of experience in the industry. Mary has worked with both RBC Capital Markets, LLC and Centaurus Financial, Inc before joining Ameriprise Financial Services, LLC, where she is currently registered as a Registered Representative. Mary's primary focus is providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Mary holds the Series 66 and Series 7TO licenses and the SIE exam. She is also a registered Investment Advisor Representative in Washington state.
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.
1
2
WA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Kennewick WA)
WA
10/31/2019 - 11/24/2023
RBC CAPITAL MARKETS, LLC (Kennewick WA)
WA
05/17/2019 - 10/31/2019
CENTAURUS FINANCIAL, INC. (KENNEWICK WA)
BOTH
Issued 03/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mary Sani is the right advisor for you? Invested Better is here to help.
