Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Bridget Riley is a financial advisor with over 20 years of experience in the financial services industry. Mary is registered with AE Wealth Management, LLC and has a Series 7, 63, and 65. Mary provides financial planning, portfolio management for businesses and individuals, and educational seminars. In addition to her work with AE Wealth Management, LLC, Mary is also the owner of Riley Higgins & Associates, LLC, an insurance sales company. Mary is committed to providing her clients with personalized financial advice and services to help them 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.
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.
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AZ
07/21/2023 - Present
AE Wealth Management, LLC (Carefree AZ)
CA
05/18/2006 - 09/04/2007
GOLD COAST SECURITIES, INC. (AGUA DULCE CA)
NE
04/05/2006 - 05/23/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
03/07/2000 - 03/22/2006
J K R & COMPANY, INC. (VAN NUYS CA)
IN
04/30/1999 - 03/09/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/30/1999 - 03/09/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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