Unclaimed
Mary Elizabeth Poynter is a financial professional with over 13 years of experience in the industry. Mary Poynter is currently registered with Pacific Select Distributors, LLC, which has its main office in Newport Beach, CA. Previously, Mary Poynter was also associated with Lincoln Financial Distributors, Inc. in Concord, NH and MetLife Securities Inc. in Tampa, FL.
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.
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.
1
2
CA
10/14/2021 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NH
08/28/2013 - 10/15/2021
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
FL
03/05/2010 - 07/24/2013
METLIFE SECURITIES INC. (TAMPA FL)
BC
Issued 08/20/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Poynter is the right advisor for you? Invested Better is here to help.