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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Disher is an investment advisor representative at Cetera Investment Advisers LLC. She has been in the financial services industry since 1995. Mary Elizabeth holds Series 7, 63, and 65 licenses. Mary Elizabeth is a Certified Financial Planner. She has experience working with individuals, businesses, corporations, and institutions. Mary Elizabeth specializes in providing financial planning services, including retirement planning, college savings, and estate planning. She also offers portfolio management services. Mary Elizabeth previously worked at Summit Brokerage Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She currently serves as a member of the Audit Committee for Girl Scouts of Gulf Coast Florida.
PORT CHARLOTTE, FL
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
FL
06/01/2023 - Present
Cetera Investment Advisers LLC (PORT CHARLOTTE FL)
FL
04/24/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (PORT CHARLOTTE FL)
FL
01/11/2001 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
NJ
10/04/2000 - 02/14/2001
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
10/02/1996 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
05/09/1995 - 08/21/1996
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BC
Issued 11/18/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/8/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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