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 Schroeder has been in the financial services industry since 1986. Mary Jane has worked for a number of firms, including Financial Network Investment Corporation, Manullife Financial Securities LLC, and Manequity, Inc. Mary Jane is currently registered with MML Investors Services, LLC, and holds Series 6, SIE, and Series 63 securities licenses. Mary Jane also holds a Series 65 license for Investment Advisor Representative. Mary Jane is registered with the states of Arizona, California, Florida, Iowa, Kentucky, New York, Ohio, and Oregon. Mary Jane specializes in providing investment advice to individuals, corporations, and other businesses. Mary Jane also provides financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
06/24/2021 - Present
MML Investors Services, LLC (LOS ANGELES CA)
CA
05/08/2007 - 01/10/2011
SIGNATOR INVESTORS, INC. (LA CANADA CA)
CA
01/31/1989 - 04/19/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
06/01/1992 - 06/05/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
08/11/1986 - 01/24/1989
MANEQUITY, INC. (BOSTON MA)
IA
Issued 06/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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