Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ellen? Claim Your ProfileMary ellen Kivlehan is a financial professional with over 20 years of experience in the financial services industry. Mary ellen has a strong track record of providing personalized financial advice and investment solutions to individuals and families. Mary ellen is currently registered with Lincoln Investment, a firm with over 679 clients and $17.2 billion in assets under management. Mary ellen specializes in providing financial planning, portfolio management, and investment advice. Mary ellen holds the Series 6, SIE, Series 6TO, and Series 63 licenses, demonstrating her commitment to staying current on industry regulations and best practices.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/20/2021 - Present
Lincoln Investment (Fort Washington PA)
PA
10/09/2003 - 03/17/2008
SECURITIES AMERICA, INC. (PLYMOUTH MEETING PA)
NY
09/27/1999 - 07/11/2003
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
12/08/1997 - 07/11/2003
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mary ellen Kivlehan is the right advisor for you? Invested Better is here to help.
