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 Fugler is an Investment Advisor Representative with Logan Capital Management, Inc., registered in the state of Florida. Mary Elizabeth Fugler has over 20 years of experience in the financial services industry and holds Series 3, 7, 63, 65 and 66 licenses. Prior to joining Logan Capital Management, Mary Elizabeth Fugler was affiliated with Parker Street Securities LLC, Andes Capital Group, LLC, Managed Account Services, LLC, SunStreet Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Welcome Life Securities, LLC, Ark Securities Co., Inc., Lazard Frères & Co. LLC, and BNY ESI & CO., INC. Mary Elizabeth Fugler specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, investment companies, pension and profit sharing plans, state or municipal government entities, and insurance companies. Mary Elizabeth Fugler is also a licensed Florida Real Estate Sales Associate.
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.
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.
Strategic management for diversified investment portfolios.
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
PA
02/16/2024 - Present
Logan Capital Management, Inc. (NEWTOWN SQUARE PA)
FL
05/16/2022 - 01/11/2023
PARKER STREET SECURITIES LLC (Boca Raton FL)
IL
06/19/2017 - 03/29/2022
ANDES CAPITAL GROUP, LLC (CHICAGO IL)
FL
06/10/2014 - 06/30/2015
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
AZ
07/17/2013 - 10/10/2013
SUNSTREET SECURITIES, LLC (AVONDALE AZ)
FL
07/16/2010 - 07/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
06/25/2008 - 04/27/2009
WELCOME LIFE SECURITIES, LLC (BOCA RATON FL)
NY
03/02/2004 - 08/15/2006
ARK SECURITIES CO., INC. (NEW YORK NY)
NY
02/21/2001 - 04/09/2003
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
11/29/2000 - 02/07/2001
BNY ESI & CO., INC. (NEW YORK NY)
BOTH
Issued 05/11/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 3 - National Commodity Futures Examination
BC
Issued 11/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mary Fugler is the right advisor for you? Invested Better is here to help.
