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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 Howlett Plott is a financial advisor with Geneos Wealth Management, Inc., a firm located in Englewood, Colorado. Mary has been in the financial services industry since 1988 and holds the Series 63, SIE and Series 7 licenses. She is a Chartered Financial Consultant and has experience working with individuals, corporations and charitable organizations. Geneos Wealth Management, Inc. specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable 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.
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
VA
04/18/2005 - Present
Geneos Wealth Management, Inc. (RADFORD VA)
MN
10/19/1988 - 04/15/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1988 - 04/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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