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 Williams is a financial advisor registered with Cetera Investment Advisers LLC. Mary has over 20 years of experience in the financial services industry and is a registered representative in multiple states. Mary is committed to providing personalized financial advice and guidance to help her clients reach their financial goals. Mary holds the Series 6, 7TO, 22, 63, 65, and 66 licenses, and has expertise in a range of financial products and services. Mary is dedicated to providing her clients with the highest level of service and support.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
09/23/2020 - 10/05/2022
MML INVESTORS SERVICES, LLC (Vienna VA)
VA
08/05/2019 - 09/15/2020
ROYAL ALLIANCE ASSOCIATES, INC. (TYSONS CORNER VA)
PA
04/20/1998 - 04/05/2001
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 8/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/3/2019
Series 7TO - General Securities Representative Examination
BC
Issued 6/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/9/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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