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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ellen Hall is a financial advisor with Cetera Investment Advisers LLC, with a branch office located in Auburn, MA. Mary Ellen has over 20 years of experience in the financial services industry. She holds the Series 6, Series 63, and Series 65 licenses. Mary Ellen offers a wide range of financial planning and investment advisory services to individuals, businesses, and charitable organizations. She is committed to providing her clients with personalized financial guidance and helping 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.
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MA
09/02/2016 - Present
Cetera Investment Advisers LLC (AUBURN MA)
MA
08/30/2016 - 12/31/2023
CETERA FINANCIAL SPECIALISTS LLC (AUBURN MA)
IN
06/16/2016 - 09/07/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
01/21/2000 - 06/10/2016
CETERA FINANCIAL SPECIALISTS LLC (AUBURN MA)
IA
Issued 12/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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