Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Connor Limont is an investment advisor representative with McManus Cooper, a firm that has been in business for over 40 years. Mary has been in the financial services industry since 1987 and has a strong track record of providing sound financial advice to individuals, families, and businesses. Mary is committed to providing her clients with the highest level of service and expertise. She specializes in helping clients with financial planning, investment management, retirement planning, and estate planning. Mary is licensed to sell securities in multiple states. She is also a Certified Financial Consultant.
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.
Solicitor/referral fees
1
2
CA
12/03/2020 - Present
McManus Cooper (Palm Desert CA)
CA
08/13/2015 - 12/04/2020
SECURITIES AMERICA, INC. (PALM DESERT CA)
CA
09/08/2011 - 09/04/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (PALM DESERT CA)
CA
04/20/2001 - 09/08/2011
SECURITIES AMERICA, INC. (PALM DESERT CA)
MN
10/13/1987 - 12/19/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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