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 McBroom is a financial advisor who has been working in the financial services industry since 2015. Mary is registered with Credit Union Investment Services in Durham, North Carolina. Mary is currently serving as a Financial Advisory Services District Manager for State Employees' Credit Union and is also an agent for SECU Life Insurance Company. Mary holds both Series 6 and 63 licenses as well as the Series 65. Mary has provided financial services to individuals and other clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
02/23/2016 - Present
Credit Union Investment Services (Durham NC)
IA
Issued 02/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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