Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ebi Ahearn is a financial advisor with over 35 years of experience in the financial services industry. Mary has worked with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, E.F. Hutton & Company Inc, Sentra Securities Corporation, Sorrento Pacific Financial, LLC, and CUSO FINANCIAL SERVICES, L.P. Mary is currently registered with First Heartland Consultants, Inc. and holds several licenses and certifications, including Series 7, Series 24, Series 63, Series 66, and Series 99TO. She is also a Certified Financial Planner. Mary specializes in working with individuals, families, and small businesses. She provides a range of services, including financial planning, investment management, and retirement planning. Mary is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/17/2016 - Present
First Heartland Consultants, Inc. (Tucson AZ)
AZ
06/22/1998 - 10/14/2016
CUSO FINANCIAL SERVICES, L.P. (Tucson AZ)
CA
01/22/2008 - 12/31/2013
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
AZ
09/11/1984 - 12/31/1991
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
11/06/1979 - 01/07/1985
E. F. HUTTON & COMPANY INC
NA
02/01/1979 - 12/05/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 04/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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