Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Proctor is a financial advisor with Kestra Advisory Services, LLC. Mary has been in the industry since September 2011 and has experience with Ameriprise Financial Services, Inc., LPL Financial LLC, and UBS Financial Services Inc. Mary is a registered representative and investment advisor representative in the state of Michigan. Mary holds the Series 66, Series 7, and SIE licenses and has a specialization in Retirement Planning, Mutual Funds, Fixed Annuities, and Variable Annuities. Mary has a passion for helping individuals and families 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.
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
TX
05/23/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MI
03/21/2012 - 10/14/2016
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
MI
12/07/2011 - 03/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MI
03/15/2010 - 01/12/2011
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
BOTH
Issued 04/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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