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 McClennen-glica is a financial advisor with Vermillion & White Wealth Management Group, LLC. Mary has been in the financial services industry since 2013. Mary holds Series 6, 7, 63, 65, and SIE licenses. Previously, Mary has worked with LPL Financial LLC and Voya Financial Advisors, Inc. Mary is registered to provide investment advisory services in Pennsylvania. Mary's practice focuses on providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/16/2021 - Present
Vermillion & White Wealth Management Group (PHOENIXVILLE PA)
PA
10/14/2019 - 02/23/2021
LPL FINANCIAL LLC (HARLEYSVILLE PA)
PA
08/29/2019 - 09/26/2019
VOYA FINANCIAL ADVISORS, INC. (SANATOGA PA)
PA
11/29/2017 - 09/11/2019
LPL FINANCIAL LLC (HARLEYSVILLE PA)
PA
10/07/2014 - 11/29/2017
NATIONAL PLANNING CORPORATION (HARLEYSVILLE PA)
PA
06/10/2013 - 05/13/2014
AMERITAS INVESTMENT CORP. (WAYNE PA)
IA
Issued 05/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mary McClennen-glica is the right advisor for you? Invested Better is here to help.
