Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary angel? Claim Your ProfileMary angel Coelho is a financial advisor with over 30 years of experience. She is currently registered with Cambridge Investment Research Advisors, Inc. and has held previous registrations with Mutual Service Corporation and MONY Securities Corporation. Mary angel Coelho is also a Certified Financial Planner (CFP®). Mary angel Coelho provides financial planning services to individuals, businesses, and retirement 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
11/30/2020 - Present
Cambridge Investment Research Advisors, Inc. (Marion MA)
RI
02/20/2003 - 07/29/2009
MUTUAL SERVICE CORPORATION (BRISTOL RI)
NY
11/19/1984 - 02/28/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/19/1984 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mary angel Coelho is the right advisor for you? Invested Better is here to help.
