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 Robertson is an investment advisor representative, registered with Cambridge Investment Research Advisors, Inc.. Mary has over 38 years of experience in the securities industry. Mary is currently registered in 9 states, with a focus on providing financial planning, portfolio management, and pension consulting services. Mary's previous experience includes positions at NATHAN & LEWIS SECURITIES, INC., ESSEX CAPITAL MARKETS, INC. and THOMAS JAMES ASSOCIATES, INC..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
11/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Marion NY)
NY
01/26/1993 - 05/19/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/09/1990 - 02/20/1993
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NY
04/24/1985 - 04/27/1990
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BC
Issued 05/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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