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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 Anne Hershberger is a financial advisor with over 20 years of experience in the financial services industry. She is a Certified Financial Planner (CFP) and currently works with Raymond James Financial Services Advisors, Inc. in Jackson, MI. Mary Anne has a long history with this firm having previously worked there and then returning in 2016. Prior to her current role, she also worked with Royal Alliance Associates, Inc. and ING Financial Partners, Inc. Mary Anne offers a variety of financial services including financial planning, investment management, and retirement planning. She holds the Series 7, Series 24, and Series 66 securities licenses as well as the SIE exam.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
09/19/2016 - Present
Raymond James Financial Services Advisors, Inc. (JACKSON MI)
MI
05/24/2004 - 09/21/2016
ROYAL ALLIANCE ASSOCIATES, INC. (JACKSON MI)
CT
12/02/1998 - 05/27/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 03/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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