Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Avella is a financial advisor with Golden State Equity Partners, LLC. Mary has been working in the financial services industry for over 10 years. Mary's professional experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Financial planning fees
1
2
CA
09/29/2023 - Present
Golden State Equity Partners, LLC (Lafayette CA)
CA
08/22/2022 - 09/22/2023
KESTRA INVESTMENT SERVICES, LLC (Lafayette CA)
CA
11/27/2013 - 08/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 02/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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