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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Denise Quinn is an investment advisor representative with Kestra Advisory Services, LLC. Mary has been in the financial services industry since 1989 and has been registered with Kestra Advisory Services, LLC since April 2016. Mary is also a registered representative with Signature Select Wealth. Prior to joining Kestra Advisory Services, LLC, Mary was with Mid Atlantic Capital Corporation. Mary holds the Series 63, Series 7, and SIE licenses and is a Certified Financial Planner. Mary's firm is based in Austin, TX, and she also works from the firm's Pittsburgh, PA office. Mary works with individuals, high-net-worth individuals, insurance companies, corporations, and pension plans. Mary's firm provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
TX
04/21/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
02/08/2006 - 06/11/2010
MID ATLANTIC CAPITAL CORPORATION (WEXFORD PA)
TX
08/09/2002 - 02/08/2006
NFP SECURITIES, INC. (AUSTIN TX)
PA
02/14/1989 - 08/09/2002
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
BC
Issued 01/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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