Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Tyree is an experienced financial professional with over 20 years in the industry. Mary has a strong background in securities and investment advising. Mary is currently registered with Osaic Wealth, Inc., where Mary offers a variety of services including financial planning, pension consulting, and portfolio management. Mary's previous experience includes roles with Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Allstate Financial Services, LLC, VSR Financial Services, Inc., and GWR Investments, Inc. Mary holds multiple licenses and designations, including Series 63, 65, 7, 11, 24, and SIE.
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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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
10/06/2015 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
12/17/2007 - 01/23/2015
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
03/02/2007 - 01/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
NE
08/15/2003 - 02/14/2007
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
KS
01/06/2003 - 08/01/2003
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NE
02/19/1999 - 11/19/2002
GWR INVESTMENTS, INC. (OMAHA NE)
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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