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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary-eileen? Claim Your ProfileMary-Eileen O'Sullivan is a financial advisor with over 29 years of experience. Mary-Eileen is currently registered with Osaic Wealth, Inc. and is also registered with the state of California. Prior to joining Osaic Wealth, Inc., Mary-Eileen was employed with a number of firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, and Sagepoint Financial, Inc. Mary-Eileen has a wide range of experience and expertise and holds several licenses and certifications. She is committed to providing her clients with the highest quality of financial advice and services. Mary-Eileen specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
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.
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AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/02/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/03/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/03/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/03/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
10/06/2005 - 12/10/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
TX
08/03/1987 - 06/02/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2016
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/28/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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