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 Medicus is a financial advisor with LPL Financial LLC, a large independent broker-dealer. Mary Anne is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry since 1989. Mary Anne has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
1
2
CO
03/07/2007 - Present
LPL Financial LLC (BOULDER CO)
CO
02/14/1997 - 03/09/2007
1717 CAPITAL MANAGEMENT COMPANY (LAFAYETTE CO)
NY
10/04/1989 - 04/28/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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