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 Cottrill is an active financial advisor with over 20 years of experience in the financial services industry. Mary is currently registered with LPL Financial LLC in Milwaukee, WI. Mary has previously worked at BMO HARRIS FINANCIAL ADVISORS, INC., NORTHERN TRUST SECURITIES, INC., ASSOCIATED INVESTMENT SERVICES, INC., and PNMR SECURITIES, INC. Mary specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, and businesses.
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.
Consulting and other non-discretionary advisory services
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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2
WI
03/24/2021 - Present
LPL Financial LLC (Milwaukee WI)
WI
04/07/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (Milwaukee WI)
WI
09/09/2013 - 03/06/2017
NORTHERN TRUST SECURITIES, INC. (MILWAUKEE WI)
WI
09/29/1998 - 10/27/2005
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MA
02/17/1995 - 07/17/1998
PNMR SECURITIES, INC. (BOSTON MA)
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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