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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Budiongan Minas is a financial advisor with Commonwealth Financial Network. Mary has over 20 years of experience in the financial services industry. Mary is registered as a Registered Representative and an Investment Advisor Representative in the state of California. Mary has earned the Series 7, Series 24, Series 52TO, Series 53, Series 63, and Series 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/26/2021 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
05/19/2016 - 01/22/2021
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
05/19/2016 - 01/22/2021
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
05/19/2016 - 01/22/2021
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
05/19/2016 - 01/22/2021
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
03/05/2007 - 01/22/2021
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
06/22/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
10/15/2015 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
06/27/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (San Diego CA)
CA
01/03/2007 - 02/16/2007
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
08/29/2003 - 02/16/2007
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
AZ
11/06/2001 - 09/08/2003
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
09/26/2001 - 09/08/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
06/11/2001 - 09/08/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 08/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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