Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jean Robbins is an active investment advisor representative registered with LPL Financial LLC in Massachusetts. Mary has been in the industry since February 1, 1997, working for several firms prior to joining LPL Financial LLC. Mary has a variety of experience in the financial services industry, with specializations in investment advisory services, financial planning, and portfolio management for individuals and businesses. In addition to LPL Financial LLC, Mary has worked at VOYA Financial Advisors, INC., INVESTORS CAPITAL CORP., INFINEX INVESTMENTS, INC., NEW ENGLAND SECURITIES, BANCNORTH INVESTMENT GROUP, INC., CITISTREET EQUITIES LLC, CANTELLA & CO., INC., MORGAN STANLEY DW INC., SIGNATOR INVESTORS, INC., FIDELITY BROKERAGE SERVICES, INC., and LIBERTY SECURITIES CORPORATION.
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
MA
05/05/2021 - Present
LPL Financial LLC (DANVERS MA)
MA
11/09/2015 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (DANVERS MA)
MA
02/10/2014 - 11/30/2015
INVESTORS CAPITAL CORP. (DANVERS MA)
MA
06/27/2011 - 10/11/2013
INFINEX INVESTMENTS, INC. (IPSWICH MA)
MA
10/21/2009 - 06/22/2011
NEW ENGLAND SECURITIES (BRADFORD MA)
MA
01/03/2006 - 06/26/2009
BANCNORTH INVESTMENT GROUP, INC. (HAVERHILL MA)
NJ
03/22/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
07/16/2003 - 02/20/2004
CANTELLA & CO., INC. (MALDEN MA)
NY
06/12/2002 - 06/24/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
03/26/1999 - 12/20/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
RI
03/15/1996 - 03/02/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
02/01/1995 - 06/20/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 08/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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