Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary C. Galvin is a financial professional with over 20 years of experience in the industry. Mary is currently registered with Osaic Wealth, Inc. and has a long history of working with clients in the Oak Lawn, IL area. Mary has previously worked at Woodbury Financial Services, Inc. and AXA Advisors, LLC. Mary specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and trusts. Mary is dedicated to helping her clients achieve their financial goals and is committed to providing them with the highest level of service.
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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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (OAK LAWN IL)
IL
08/03/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAK LAWN IL)
IL
07/23/2004 - 08/07/2007
AXA ADVISORS, LLC (OAKBROOK IL)
NY
10/16/2001 - 08/12/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 01/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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