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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Christine Defilippis is a financial advisor with Osaic Wealth, Inc., located in Scottsdale, Arizona. Mary has been in the industry since March 18, 2010, and has a broad range of experience working with clients in both Arizona and California. Mary is a registered representative and investment advisor representative in both states. She holds several securities licenses including Series 7, 24 and 66. Mary is committed to providing her clients with personalized financial advice to meet their individual needs.
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.
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2
AZ
08/10/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
02/24/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/24/2015 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/24/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
01/06/2012 - 02/03/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
02/03/2010 - 12/12/2011
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BOTH
Issued 04/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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