Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ann? Claim Your ProfileMary Ann Lazzaro is a registered investment advisor representative with Commonwealth Financial Network. Mary Ann has been in the financial services industry since January 2009. Prior to joining Commonwealth Financial Network, Mary Ann was employed by Ameriprise Financial Services, Inc. and H.D. Vest Investment Services. Mary Ann has a Series 6, 7, 63 and 65 securities license and a SIE license. Mary Ann specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Mary Ann is also the president and owner of Lazzaro Financial Services, Inc., offering tax preparation, general accounting, and financial advice services.
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.
1
2
PA
11/07/2019 - Present
Commonwealth Financial Network (Yardley PA)
PA
04/30/2012 - 11/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Yardley PA)
PA
01/09/2009 - 04/30/2012
H.D. VEST INVESTMENT SERVICES (YARDLEY PA)
IA
Issued 06/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mary ann Lazzaro is the right advisor for you? Invested Better is here to help.
