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 Disher is a financial advisor with Cetera Investment Advisers LLC, located in Port Charlotte, FL. Mary has been in the financial services industry since 1995. Mary has a diverse background in financial services, having worked with several firms, including Merrill Lynch and Summit Brokerage Services, Inc. Mary is also a Certified Financial Planner. Mary provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, 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.
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
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 08/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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