Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ann Sacripanti is a financial advisor registered with LPL Financial LLC and holds a Series 66 license, Series 63 license, Series 24 license, Series 7 license and SIE license. Mary Ann is a veteran advisor with over 30 years of experience in the financial services industry. Mary Ann has previously worked with CAPE SECURITIES INC., FIVE X SECURITIES, LLC, PACIFIC WEST SECURITIES, INC., FINANCIAL AMERICA SECURITIES, INC., BOSTON BAY CAPITAL, INC., JOHNSTON, LEMON & CO. INCORPORATED and FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. Mary Ann has a history of providing services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and investment clubs.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
12/19/2022 - Present
LPL Financial LLC (FORT MILL SC)
GA
09/23/2011 - 12/31/2017
CAPE SECURITIES INC. (MCDONOUGH GA)
VA
05/05/2009 - 10/09/2009
FIVE X SECURITIES, LLC (OAKTON VA)
WA
11/07/2005 - 02/19/2009
PACIFIC WEST SECURITIES, INC. (RENTON WA)
OH
03/12/1992 - 12/06/1996
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
MA
04/12/1990 - 02/19/1992
BOSTON BAY CAPITAL, INC. (BOSTON MA)
DC
09/30/1986 - 02/01/1990
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
NA
01/27/1984 - 10/03/1986
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
BOTH
Issued 01/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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