Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Camillo Farnham is a financial professional with over 20 years of experience in the industry. Mary is currently registered with Osaic Wealth, Inc. in New Brighton, Minnesota. Mary has a diverse background, having previously worked at RBC Capital Markets, LLC, Miller Johnson Steichen Kinnard, Inc., and John G. Kinnard and Company, Incorporated. Mary holds the Series 7, Series 24, and Series 63 licenses. Mary specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients.
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
MN
04/26/2023 - Present
Osaic Wealth, Inc. (NEW BRIGHTON MN)
MN
10/23/2008 - 05/12/2023
RBC CAPITAL MARKETS, LLC (SHOREVIEW MN)
MN
01/01/2001 - 01/25/2008
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
08/31/2000 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 01/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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