Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary E. Wagner is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Wayne, Pennsylvania. Mary has been in the financial services industry since 2000. Mary has been registered with Cambridge Investment Research Advisors, Inc. since October 2018. Previous employers include LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, IFMG SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PNC BROKERAGE CORP. Mary is licensed to provide financial services in Arizona, California, Colorado, Florida, Georgia, Maryland, Michigan, New Jersey, North Carolina, Ohio, and Pennsylvania. Mary is a registered Investment Advisor representative and also holds the Series 6, 7, and 63 licenses.
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
PA
10/18/2018 - Present
Cambridge Investment Research Advisors, Inc. (Wayne PA)
PA
12/16/2014 - 11/15/2018
LPL FINANCIAL LLC (WAYNE PA)
PA
04/05/2004 - 12/19/2014
WELLS FARGO ADVISORS, LLC (KING OF PRUSSIA PA)
NY
12/13/2002 - 04/02/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NY
12/01/2000 - 10/18/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
08/10/2000 - 10/09/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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