Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Geralyn Schaub is a financial advisor with Osaic Wealth, Inc., located in DOWNERS GROVE, IL. Mary has been in the financial services industry since 1995 and has worked with a variety of firms, including INDEPENDENT FINANCIAL GROUP, LLC and LPL FINANCIAL CORPORATION. Mary is a Certified Financial Planner and holds the Series 6, Series 62, and Series 63 licenses, as well as the SIE exam. Mary also offers income tax preparation services and is an insurance agent in Illinois. Mary specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
IL
06/15/2016 - Present
Osaic Wealth, Inc. (DOWNERS GROVE IL)
IL
05/28/2010 - 05/02/2012
INDEPENDENT FINANCIAL GROUP, LLC (DOWNERS GROVE IL)
IL
09/08/2009 - 06/02/2010
LPL FINANCIAL CORPORATION (DOWNERS GROVE IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (DOWNERS GROVE IL)
IL
04/03/1996 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
MA
09/22/1995 - 04/29/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/22/1995 - 04/29/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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