Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Catherine Cordell is a financial advisor at Osaic Wealth, Inc. based in Downers Grove, IL. Mary Catherine Cordell has over 19 years of experience in the financial services industry. Mary Catherine Cordell holds the Series 6, 7, and 63 licenses and the SIE exam. Mary Catherine Cordell is registered with the state of Illinois and has been with Osaic Wealth, Inc. since August 23, 2024. Prior to joining Osaic Wealth, Inc., Mary Catherine Cordell worked at TRIAD ADVISORS LLC, SECURIAN FINANCIAL SERVICES, INC., and GENWORTH FINANCIAL SECURITIES CORPORATION.
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.
1
2
IL
08/23/2024 - Present
Osaic Wealth, Inc. (Downers Grove IL)
IL
11/03/2017 - 08/23/2024
TRIAD ADVISORS LLC (Downers Grove IL)
IL
05/25/2012 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Downers Grove IL)
IL
06/23/2009 - 05/04/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (OAKBROOK TERRACE IL)
IL
06/29/1994 - 10/04/1996
MESIROW FINANCIAL, INC. (CHICAGO IL)
BC
Issued 01/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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