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 Weast is a financial professional with over 30 years of experience in the industry. Mary is currently registered with Osaic Wealth, Inc. in Plymouth, Michigan. Prior to joining Osaic Wealth, Inc., Mary worked at SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Mary is a licensed investment advisor and holds a number of professional licenses and designations. Mary specializes in providing financial planning, investment management, and other advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Mary is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
09/01/2023 - Present
Osaic Wealth, Inc. (PLYMOUTH MI)
MI
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PLYMOUTH MI)
AZ
01/29/1993 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Weast is the right advisor for you? Invested Better is here to help.
