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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary catherine? Claim Your ProfileMary Catherine West MacLefko is a financial professional with over 10 years of experience in the industry. Mary Catherine West MacLefko is currently registered with Lincoln Investment and previously worked for Legend Equities Corporation and Prime Capital Services, Inc. Mary Catherine West MacLefko holds Series 6, Series 63 and SIE licenses. Mary Catherine West MacLefko specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mary Catherine West MacLefko is a Registered Representative and Investment Advisor Representative.
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.
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.
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NY
03/25/2021 - Present
Lincoln Investment (WILLIAMSVILLE NY)
NY
01/14/2011 - 01/03/2017
LEGEND EQUITIES CORPORATION (WILLIAMSVILLE NY)
NY
01/01/2009 - 01/06/2011
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BC
Issued 02/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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