Unclaimed
Mary Andrea Prebish is a financial advisor with over 20 years of experience in the industry. Mary has been with Osaic Wealth, Inc. since January 2025 and has a long history of experience in financial services, having worked for several firms including Fifth Third Securities, Inc., Salomon Smith Barney Inc., and BANC One Securities Corporation. Mary holds a Series 7, Series 63, and Series 66 license and the SIE exam. Mary specializes in financial planning, portfolio management, and pension consulting. Mary also offers disability insurance, fixed/indexed annuities, and traditional life insurance products through Lincoln Financial Advisors.
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
MI
01/24/2025 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
07/06/2005 - 03/02/2007
FIFTH THIRD SECURITIES, INC. (FARMINGTON HILLS MI)
NY
11/02/2000 - 01/09/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IL
02/01/1999 - 10/12/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/19/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 07/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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