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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 Dunne is a financial advisor registered with LPL Financial LLC. Mary Elizabeth Dunne has been working in the financial services industry since September 23, 1983. Mary Elizabeth Dunne has a Series 6 and a Series 63 license. Mary Elizabeth Dunne is also licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, and Texas. Mary Elizabeth Dunne is a financial advisor with over 30 years of experience.
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
NY
10/20/2022 - Present
LPL Financial LLC (PEARL RIVER NY)
NY
03/15/1996 - 11/26/1996
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
SC
04/04/1995 - 03/26/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
12/14/1994 - 03/31/1995
A. T. BROD & CO. INC. (CLEVELAND OH)
NJ
09/21/1983 - 12/15/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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