Unclaimed
Mary Catherine Reynolds Strassner is a registered representative with Cetera Investment Advisers LLC and has been in the financial industry since 2010. Mary Catherine Reynolds Strassner is also registered as an Investment Advisor Representative. She has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Mary Catherine Reynolds Strassner has been registered with the following firms: First Citizens Investor Services, Inc. and Cetera Investment Advisers LLC. Mary Catherine Reynolds Strassner is currently registered with Cetera Investment Advisers LLC in Alabama and Texas. Mary Catherine Reynolds Strassner has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and government entities. Mary Catherine Reynolds Strassner offers a variety of services, including financial planning, portfolio management, and selection of other advisors. Mary Catherine Reynolds Strassner is committed to providing her clients with personalized financial advice and guidance.
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
AL
08/16/2022 - Present
Cetera Investment Advisers LLC (HOOVER AL)
NC
10/05/2009 - 04/05/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (HENDERSONVILLE NC)
BOTH
Issued 4/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/2/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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