Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Hanson is a financial advisor with Cambridge Investment Research Advisors, Inc., in Pleasant Hill, California. Mary has been in the financial services industry since 2004. Mary holds the Series 6, 7, 63 and 65 licenses. Mary also holds the SIE certification. Mary is a registered representative of Cambridge Investment Research, Inc. and is also a registered investment advisor representative of Cambridge Investment Research Advisors, Inc..
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.
Solicitation fees from 3rd party money managers
1
2
CA
08/17/2015 - Present
Cambridge Investment Research Advisors, Inc. (PLEASANT HILL CA)
CA
01/20/2010 - 02/24/2012
ING FINANCIAL PARTNERS, INC. (WALNUT CREEK CA)
CA
08/17/2004 - 01/26/2010
METLIFE SECURITIES INC. (WALNUT CREEK CA)
CA
08/17/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALNUT CREEK CA)
NY
04/19/2004 - 08/20/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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