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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 Lokken is a financial advisor at Commonwealth Financial Network. Mary has been in the financial services industry for 10 years and has a strong track record of helping clients achieve their financial goals. Mary holds the Series 7 and Series 63 securities licenses as well as the SIE exam. Mary is also a registered representative in Florida and New York. Mary's clients include high-net-worth individuals, corporations, and charitable organizations. Mary's specializations include Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Asset Allocation. Mary is committed to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
02/24/2017 - Present
Commonwealth Financial Network (Depew NY)
NY
08/06/2013 - 03/09/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (AMHERST NY)
BC
Issued 09/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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