Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Christine Stralka is a financial advisor with over 25 years of experience in the industry. Mary is a Certified Financial Planner™ and a Personal Financial Specialist. She has been registered with Avantax Advisory Services since October 2019. Mary is a dedicated and experienced advisor who is committed to helping her clients achieve their financial goals. Mary Christine Stralka has a strong understanding of the financial markets and a proven track record of success. She offers a range of services to meet the needs of her clients, including financial planning, investment management, and retirement planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
VA
06/25/1997 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (OAKTON VA)
BC
Issued 05/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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