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 Stork is a financial advisor with over 20 years of experience in the financial services industry. Mary has held various positions at several financial institutions, including USAA Financial Advisors, Inc. and Charles Schwab & Co., Inc. Mary is a Certified Financial Planner and holds the Series 7, Series 24, Series 63, and Series 99TO licenses. Mary is currently registered with USAA Investment Services Co. and serves clients in the San Antonio, Texas area. Mary is also a board member of several non-profit organizations, including the USAA Foundation, USAA Education Foundation, and Junior Achievement of South Texas.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
07/28/2020 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
10/30/2015 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
CO
08/13/2014 - 09/21/2015
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
TX
06/16/2006 - 07/01/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
MO
07/14/1998 - 08/12/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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