Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Camille Jovanovich is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Mary has been with Charles Schwab & CO., Inc. since 2007, and has been registered with the state of Indiana since 2000. Mary specializes in providing financial planning and investment advice to individuals and families. Mary is passionate about helping clients achieve their financial goals, and has a strong commitment to providing personalized service. Mary is also a member of the board of directors for several non-profit organizations, including Dress for Success and Integrating Women Leaders.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
02/02/2016 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
09/08/2006 - 03/08/2007
KEY INVESTMENT SERVICES LLC (ZIONSVILLE IN)
OH
07/19/1999 - 09/11/2006
MCDONALD INVESTMENTS INC. (DAYTON OH)
BOTH
Issued 04/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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