Unclaimed
Mary Anne Lazowski is an investment advisor representative with North Star Investment Management Corp. Mary Anne has been in the industry since 1982 and has a wide range of experience. Mary Anne is registered with the state of Illinois as an Investment Advisor Representative (IAR) and previously worked at NEWEDGE SECURITIES, INC., NORTH STAR INVESTMENT SERVICES, INC., FIRST ALBANY CORPORATION, PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, HORWITZ, SCHAKNER & ASSOCIATES, INC. and L. F. ROTHSCHILD & CO. INCORPORATED. Mary Anne has the following licenses: Series 3, Series 7, Series 8, Series 63, and Series 65. Mary Anne provides investment advisory services to individuals, investment companies, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
IL
07/09/2004 - Present
North Star Investment Management Corp. (CHICAGO IL)
IL
10/22/2016 - 09/03/2024
NEWEDGE SECURITIES, INC. (HIGHLAND PARK IL)
IL
07/10/2003 - 10/22/2016
NORTH STAR INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
08/28/2000 - 07/07/2003
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
04/25/1994 - 09/01/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/14/1992 - 04/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
09/04/1990 - 11/20/1992
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
09/02/1988 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
03/07/1988 - 09/27/1988
HORWITZ, SCHAKNER & ASSOCIATES, INC.
NA
08/26/1982 - 07/27/1988
L. F. ROTHSCHILD & CO. INCORPORATED
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1998
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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