Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Haverly is a financial advisor with International Assets Investment Management, LLC and has been in the industry since November 2008. Mary is registered in 8 states and has series 7 and 66 licenses. She is active in both Broker-Dealer and Investment Advisor roles. Mary has experience with a range of financial services including financial planning, portfolio management for businesses and individuals and selection of other advisors.
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.
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
10/04/2021 - Present
International Assets Investment Management, LLC (ROCKFORD IL)
IL
10/01/2012 - 10/06/2021
J.P. MORGAN SECURITIES LLC (ROCKFORD IL)
IL
09/30/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
IL
10/27/2009 - 09/30/2011
PRIMEVEST FINANCIAL SERVICES, INC. (ROCKFORD IL)
IL
01/03/2008 - 12/16/2008
CITIGROUP GLOBAL MARKETS INC. (ROCKFORD IL)
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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