Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Anne Dillard is a financial professional with over 18 years of experience in the industry. Mary Anne is currently registered with Osaic Wealth, Inc. and is located in Scottsdale, Arizona. Previously, Mary Anne has held positions with several firms, including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC. and WEDBUSH SECURITIES INC. Mary Anne provides financial planning, pension consulting and portfolio management for both businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/15/2017 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/21/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/21/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/15/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/15/2017 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/15/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
05/25/2005 - 08/16/2017
WEDBUSH SECURITIES INC. (SCOTTSDALE AZ)
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Dillard is the right advisor for you? Invested Better is here to help.
