Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kraszewski is a financial advisor with over 15 years of experience in the financial services industry. Mary is a Certified Financial Planner and has a Series 7, Series 6, Series 24, Series 53, and Series 63 license. Mary is currently registered with Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. Mary has a strong track record of providing financial planning and investment advice to individuals, families, and businesses. Mary is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Investment recommendation/consulting 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.
A percentage of the total value of assets under management is charged.
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2
IL
08/03/2016 - Present
Keating Financial Advisory Services (CHICAGO IL)
IL
09/20/2007 - 03/31/2008
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
OR
02/08/2005 - 10/10/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NE
02/06/2003 - 06/21/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BC
Issued 02/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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