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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ann Bolt is a financial advisor with over 20 years of experience. Mary Ann holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation. She is currently registered with Avantax Advisory Services in Pennsylvania and Texas. Mary Ann provides financial planning services, including retirement planning, investment management, and insurance. Mary Ann specializes in working with individuals, high-net-worth individuals, and small businesses. She is also a Certified Financial Consultant. Mary Ann is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
02/01/2024 - Present
Avantax Advisory Services (Duncansville PA)
FL
10/27/2003 - 08/11/2005
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
TX
11/09/1999 - 10/28/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 07/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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