Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Saltisiak is a financial advisor at Ameriprise Financial Services, LLC. Mary has been in the financial services industry since 1986 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Mary is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 66 licenses. Mary has also passed the SIE exam. Mary has a wide range of experience working with clients, including high-net-worth individuals, corporations, and retirement plans. Mary is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation services
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
PA
04/01/2016 - Present
Ameriprise Financial Services, LLC (Eynon PA)
MN
10/15/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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