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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 Jones is a financial advisor with Osaic Wealth, Inc. Mary Elizabeth has been in the industry since 2010 and is registered in Arkansas and Louisiana. Mary Elizabeth has passed the Series 6, 7, 63, and 66 exams as well as the SIE exam. Mary Elizabeth has experience with a variety of firms including John Hancock Investment Management Distributors LLC, Ceros Financial Services, Inc., and Woodbury Financial Services, Inc. Mary Elizabeth specializes in portfolio management for businesses and individuals. Mary Elizabeth also provides financial planning and pension consulting services.
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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LA
07/23/2024 - Present
Osaic Wealth, Inc. (Thibodaux LA)
MD
12/13/2022 - 06/14/2024
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MA
12/07/2021 - 08/29/2022
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
LA
07/11/2018 - 12/02/2021
WOODBURY FINANCIAL SERVICES, INC. (MONROE LA)
LA
06/01/2017 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MONROE LA)
TX
11/12/2015 - 12/01/2016
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
LA
02/03/2015 - 10/08/2015
CETERA INVESTMENT SERVICES LLC (Ruston LA)
LA
08/08/2014 - 01/26/2015
SIGMA FINANCIAL CORPORATION (West Monroe LA)
CO
04/05/2013 - 06/28/2014
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/26/2012 - 03/13/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DENVER CO)
CO
07/21/2011 - 09/19/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
LA
04/24/2009 - 07/12/2011
CAPITAL ONE INVESTMENT SERVICES LLC (MONROE LA)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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