Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Seki is a financial advisor with over 25 years of experience in the industry. Mary Seki is currently registered with Osaic Wealth, Inc. and has held previous roles with SAGEPOINT FINANCIAL, INC., SENTRA SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP., FINANCIAL NETWORK INVESTMENT CORPORATION and CITISTREET EQUITIES LLC. Mary Seki specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses and pension and profit-sharing plans.
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.
1
2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (LA JOLLA CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA JOLLA CA)
AZ
11/05/2003 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
SC
07/03/2002 - 11/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
04/26/2002 - 06/17/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
06/17/1999 - 03/21/2002
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
08/14/1998 - 05/28/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 02/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Seki is the right advisor for you? Invested Better is here to help.
