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 Schaaf is an investment advisor representative who has been in the industry for over 40 years. Mary is currently registered with TLG Advisors, Inc. in Pennsylvania and is also registered in Colorado with TLG Advisors, Inc. Mary has worked with a variety of firms in her career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, The Leaders Group, Inc., and Advest, Inc. Mary has experience in various areas, including financial planning, pension consulting, and portfolio management.
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.
Placement of institutional funds
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.
1
2
PA
11/01/2012 - Present
TLG Advisors, Inc. (ERIE PA)
CO
05/24/2012 - 01/20/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
09/26/1978 - 01/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ERIE PA)
CT
12/05/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NA
12/05/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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