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Mary ann Drucker

Financial Services Advisory

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About Mary ann Drucker

Mary ann Drucker is a Registered Investment Advisor Representative with Financial Services Advisory. Mary ann has been working in the industry for 25 years and has passed the Series 7, Series 63 and Series 65 exams. Mary ann's firm provides a variety of advisory services to clients, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Financial Services Advisory manages approximately $693,702,744 in assets for 1,981 clients.

Firm Information

Mary ann Drucker is currently registered with Financial Services Advisory. Financial Services Advisory is an investment advisory firm headquartered in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Financial Services Advisory manages approximately $693.7 million in assets for 1,981 clients.
Financial Services Advisory

ONE CHURCH STREET

ROCKVILLE, MD 20850

$693.70M

Assets Under Management

5

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary ann Drucker’s Registration & Firm History

MD

06/16/2016 - Present

Financial Services Advisory (ROCKVILLE MD)

NY

07/12/1994 - 02/09/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary ann Drucker.
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