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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 Frances Dill Sullivan is a financial advisor with over 19 years of experience in the industry. Mary Frances is a Registered Representative and Investment Advisor Representative. Mary Frances is currently registered with Osaic Advisory Services, LLC and has been with this firm since 2020. Mary Frances has also been previously registered with Triad Advisors LLC and Principal Securities, Inc. Mary Frances has a strong track record of success and has a passion for helping clients achieve their financial goals. Mary Frances is a Chartered Financial Consultant and holds the Series 66, Series 7 and SIE licenses. Mary Frances has a strong understanding of the financial markets and is committed to providing her clients with personalized 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.
A percentage of the total value of assets under management is charged.
1
2
OR
06/05/2020 - Present
Osaic Advisory Services, LLC (Bend OR)
OR
06/05/2020 - 08/23/2024
TRIAD ADVISORS LLC (Portland OR)
OR
12/04/2013 - 06/11/2020
PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)
OR
11/29/2007 - 12/02/2013
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
01/20/2005 - 11/05/2007
WAMU INVESTMENTS, INC. (PORTLAND OR)
MN
07/29/2004 - 11/05/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/2004 - 11/05/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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