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Mary Ann Bilodeau

Flourish Financial LLC

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About Mary Ann Bilodeau

Mary Ann Bilodeau is a financial advisor who has been active in the industry since September 22, 2006. Mary Ann has a wide range of experience, having worked at several firms including BANC OF AMERICA INVESTMENT SERVICES, INC. and METLIFE INVESTORS DISTRIBUTION COMPANY. Mary Ann is currently registered with Flourish Financial LLC and MML Investors Services, LLC. Mary Ann holds a Series 7, Series 6, Series 66 and Series 52TO licenses.

Firm Information

Mary Bilodeau is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mary Bilodeau’s Registration & Firm History

MA

07/20/2021 - Present

Flourish Financial LLC (Springfield MA)

MA

07/10/2007 - 08/15/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (SPRINGFIELD MA)

CT

08/21/2006 - 07/17/2007

METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 12/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2014

Series 4 - Registered Options Principal Examination

BC

Issued 05/13/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/31/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Ann Bilodeau.
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