Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Irene Self is a financial advisor with over 16 years of experience in the industry. Mary Irene is a registered representative of LPL Financial LLC, a registered investment advisor, and holds both a Series 7 and Series 66 license. Mary Irene specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Mary Irene has a history of working at Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC. Mary Irene is committed to providing her clients with personalized service and a comprehensive understanding of their financial goals. Mary Irene is committed to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
01/30/2024 - Present
LPL Financial LLC (Reno NV)
NV
10/13/2014 - 02/13/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Reno NV)
NV
01/03/2011 - 07/03/2014
WELLS FARGO ADVISORS, LLC (RENO NV)
NV
04/19/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (INCLINE VILLAGE NV)
BOTH
Issued 05/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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