Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jane Mar is a financial advisor with SPC, based in Laguna Hills, California. Mary Jane has been in the industry since 1986. She has a strong background in financial planning, portfolio management, and investment advice. Mary Jane is committed to providing her clients with personalized financial advice to help them reach their goals. She is a Certified Financial Planner and holds Series 7 and 63 licenses, as well as the SIE exam.
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.
Consultation 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.
Seminar attendance fees
1
2
CA
01/06/2025 - Present
SPC (LAGUNA HILLS CA)
WI
01/06/1997 - 03/16/2000
SII INVESTMENTS, INC. (APPLETON WI)
AZ
08/22/1994 - 01/17/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
04/02/1990 - 09/06/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
01/05/1990 - 04/09/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
07/16/1986 - 01/15/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/23/1986 - 07/08/1986
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Mary Mar is the right advisor for you? Invested Better is here to help.
