Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary beth? Claim Your ProfileMary beth Spuhler is a financial advisor with Osaic Wealth, Inc. located in CAMP HILL, PA. Mary beth has been working in the financial industry since January 1984. Mary beth has experience working at several firms including Securities America, Inc., National Planning Corporation and MML Investors Services, LLC. Mary beth has a strong track record of providing financial advice to individuals, families, and businesses. Mary beth holds the Series 6, Series 7, and Series 63 licenses. Mary beth is also a Chartered Financial Consultant.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (CAMP HILL PA)
PA
10/09/2017 - 06/14/2024
SECURITIES AMERICA, INC. (CAMP HILL PA)
PA
08/03/2012 - 10/11/2017
NATIONAL PLANNING CORPORATION (CAMPHILL PA)
PA
04/28/1986 - 08/09/2012
MML INVESTORS SERVICES, LLC (CAMP HILL PA)
NA
01/16/1984 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 07/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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