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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 Grace Lundstrom is a financial advisor with Bleakley Financial Group, LLC. Mary has been in the industry since 2002. Mary is licensed to provide financial advice in Connecticut, New Jersey and Rhode Island. Mary holds the Series 6, 7, 63, 66, and 26 licenses and is a Certified Financial Planner and Chartered Financial Consultant. Mary previously worked with Northwestern Mutual Investment Services, LLC. and Private Advisor Group, LLC. Mary is affiliated with Bleakley Financial Group, LLC. in East Greenwich, Rhode Island. Mary helps individuals, high-net-worth individuals, businesses, and corporations with financial planning, pension consulting, portfolio management, and selection of other advisers.
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.
Non-investment consulting/implementation services
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
RI
09/13/2022 - Present
Bleakley Financial Group, LLC (East Greenwich RI)
CT
05/24/2002 - 12/21/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)
BOTH
Issued 09/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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