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 Cromleigh is an investment advisor representative who has been in the financial industry since 2009. Mary is currently registered with Hornor, Townsend & Kent, LLC and is also registered with the state of Pennsylvania. Mary has previously been employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and ING Financial Partners, Inc. Mary is a Series 6, 7, 24, 52TO, 63, 65, 99TO, and SIE licensed advisor.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
02/26/2018 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
NJ
07/13/2015 - 12/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MD
04/23/2013 - 06/18/2015
MORGAN STANLEY (BALTIMORE MD)
PA
08/13/2009 - 02/08/2012
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
IA
Issued 11/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2024
Series 99TO - Operations Professional Examination
BC
Issued 05/03/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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