Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Cynthia Mattke is a financial advisor with over 44 years of experience in the industry. She currently works at Osaic Wealth, Inc. in Hartford, CT, where she is registered as a Registered Representative. Previously, Mary has worked for several other firms, including The Lincoln National Life Insurance Company, Jefferson Pilot Securities Corporation, and Polaris Financial Services, Inc. Mary has a diverse range of licenses and certifications including Series 1, Series 7, Series 63, Series 6TO, and SIE. Mary also provides a variety of services to clients, including financial planning, pension consulting, and portfolio management.
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
CT
01/24/2025 - Present
Osaic Wealth, Inc. (HARTFORD CT)
IN
08/30/2001 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
07/08/2000 - 09/12/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
02/01/1993 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
PA
07/27/1984 - 06/28/1991
CIGNA SECURITIES, INC. (RADNOR PA)
NA
12/07/1978 - 08/20/1984
PHOENIX EQUITY PLANNING CORPORATION
NA
11/04/1976 - 12/25/1978
CG EQUITY SALES COMPANY
BC
Issued 07/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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