Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Holevinski is a financial advisor at Madison Avenue Securities, LLC. Mary has over 40 years of experience in the financial services industry. Mary is registered with the Securities and Exchange Commission (SEC) and FINRA and is licensed in multiple states. Mary provides financial planning, portfolio management, and investment advisory services to individuals and businesses. Mary is also a licensed real estate agent. 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/22/2011 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
NJ
10/31/2008 - 07/13/2011
SAGEPOINT FINANCIAL, INC. (LITTLE SILVER NJ)
NJ
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LITTLE SILVER NJ)
NY
05/03/1984 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
09/28/1982 - 06/02/1988
UNDERHILL ASSOCIATES, INCORPORATED
NA
08/22/1984 - 04/29/1985
NEW YORK LIFE SECURITIES CORP.
IA
Issued 03/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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