Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Eberlein Mikel is a financial advisor with over 30 years of experience in the industry. Mary has worked for a number of firms including Equity Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Essex Capital Markets, Inc., and Commonwealth Financial Network. Mary holds a Series 6, Series 7 and Series 63 licenses, as well as the SIE exam. Mary is registered to offer investment advisory services in 14 states. Mary specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Mary's experience and expertise allow her to provide clients with a comprehensive range of financial services to help 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.
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.
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NY
06/29/2021 - Present
Commonwealth Financial Network (PITTSFORD NY)
NY
11/09/1995 - 03/06/2017
EQUITY SERVICES, INC. (ROCHESTER NY)
NY
07/08/1993 - 11/14/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/18/1989 - 07/19/1993
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
VT
02/07/1983 - 10/04/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 04/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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