Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Butler is a financial professional with over six years of experience in the financial services industry. Mary is currently registered with D.a. Davidson & Co. as a Registered Representative and Investment Adviser Representative. Previously, Mary worked for Foresters Financial Services, Inc. in Renton, Washington. Mary holds a variety of licenses and certifications including Series 6, 7, 9, 10, 63 and 65. Mary has a deep understanding of the financial markets and is committed to providing her clients with personalized financial advice and guidance. Mary is also passionate about financial education and enjoys helping her clients understand their financial options and make informed decisions.
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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2
WA
08/01/2018 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
08/07/2017 - 12/26/2017
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 07/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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