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 Harris is a financial advisor with over 4 years of experience in the industry. Mary is currently registered with The Ameriflex Group in Phoenix, AZ and provides comprehensive wealth management, financial planning, and investment advisory services. Mary is a Series 66 and Series 7TO licensed professional, and is also registered with the states of Arizona, California, Colorado, Florida, Illinois, Kentucky, Minnesota, Texas, Virginia, and Wisconsin. Prior to joining The Ameriflex Group, Mary was a Financial Advisor with SAGEPOINT FINANCIAL, INC. and a Registered Representative with PRINCIPAL SECURITIES, INC. Mary specializes in helping individuals, families, and businesses achieve their financial goals.
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.
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
AZ
11/07/2022 - Present
THE Ameriflex Group (Phoenix AZ)
AZ
11/07/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
06/11/2020 - 11/16/2022
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 08/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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