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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 McGrath is a financial advisor with over 35 years of experience in the industry. She has a broad range of experience, having worked with both large and small firms. Mary Frances currently works at Cozad Asset Management Inc. and is registered as an Investment Advisor Representative (IAR) in Florida, Illinois and Texas. Mary Frances is a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS) and is committed to providing her clients with the highest quality financial advice. She specializes in financial planning, portfolio management, and pension consulting. Mary Frances is dedicated to helping her clients achieve their financial goals. She has a strong reputation in the community and is actively involved in various organizations.
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.
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
IL
10/07/2021 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
IL
09/01/2009 - 10/14/2021
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
IL
12/07/1990 - 09/04/2009
FSC SECURITIES CORPORATION (CHAMPAIGN IL)
IL
03/13/1997 - 08/19/1999
NATIONVEST CAPITAL, L.L.C. (CHAMPAIGN IL)
NA
02/21/1985 - 12/07/1990
COZAD INVESTMENT SERVICES, INC.
BC
Issued 03/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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