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 Widmayer is a financial advisor at Osaic Wealth, Inc. Mary has over 20 years of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. Previously, Mary worked at Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Park Avenue Securities LLC and National Financial Services LLC. Mary holds the Series 7, 24, 55, 57TO and SIE licenses, and is registered with the state of New York. Mary has a broad range of experience in providing financial planning services to individuals and businesses. Mary is committed to providing clients with personalized financial advice and guidance to help them reach 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.
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AZ
10/27/2015 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
10/27/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/27/2015 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/27/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NY
09/09/2011 - 10/09/2015
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NJ
02/12/2004 - 04/14/2010
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
03/13/2002 - 07/31/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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