Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Dee Foft has been working in the financial services industry since September 13, 1988. Mary Dee is currently registered with Cambridge Investment Research Advisors, Inc. and has branch offices in Tustin, California. Mary Dee has held previous positions with several other firms including PLANMEMBER SECURITIES CORPORATION, GREAT NORTHERN FINANCIAL SECURITIES, INC., MORGAN STANLEY DW INC., METROPOLITAN INVESTMENT SECURITIES, INC., LEGEND EQUITIES CORPORATION, FFP SECURITIES, INC., MARKETING ONE SECURITIES, INC., GRIFFIN FINANCIAL SERVICES, GNA SECURITIES, INC., SECURITY FIRST FINANCIAL, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Mary Dee is a licensed Investment Advisor Representative. Mary Dee holds Series 63, 65, 7, and SIE licenses. Mary Dee has been registered in California and Texas. Mary Dee's current employment with Cambridge Investment Research Advisors, Inc. started in August 2014. Mary Dee specializes in providing financial advice and services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
10/06/2015 - Present
Cambridge Investment Research Advisors, Inc. (Tustin CA)
CA
10/13/2005 - 08/20/2014
PLANMEMBER SECURITIES CORPORATION (TUSTIN CA)
WA
09/27/2002 - 10/17/2005
GREAT NORTHERN FINANCIAL SECURITIES, INC. (SPOKANE VALLEY WA)
NY
08/09/2001 - 10/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
WA
09/05/2000 - 07/24/2001
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
FL
07/12/1996 - 09/06/2000
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MO
10/18/1995 - 07/10/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
OR
09/09/1994 - 10/13/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
09/11/1993 - 09/23/1994
GRIFFIN FINANCIAL SERVICES
VA
02/21/1992 - 09/28/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
11/08/1989 - 02/18/1992
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NA
02/23/1988 - 05/09/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 01/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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