Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Rorvik is a financial advisor currently working at Missionsquare Retirement, headquartered in Washington, DC. Mary has over 20 years of experience in the financial services industry, beginning her career in 1999. Mary holds several licenses and certifications, including Series 6, Series 7, Series 63, and Series 65. Mary has experience working at a variety of financial institutions, including LPL Financial LLC, U.S. Bancorp Investments, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
06/15/2022 - Present
Missionsquare Retirement (WASHINGTON DC)
WA
11/14/2019 - 06/15/2022
LPL FINANCIAL LLC (UNIVERSITY PLACE WA)
WA
07/17/2018 - 11/01/2019
U.S. BANCORP INVESTMENTS, INC. (KENT WA)
WA
10/13/2014 - 06/29/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
WA
08/30/2012 - 09/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FEDERAL WAY WA)
WA
07/12/2011 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FEDERAL WAY WA)
WA
03/01/2010 - 06/21/2010
PRIMEVEST FINANCIAL SERVICES, INC. (BLACK DIAMOND WA)
WA
01/11/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
MA
07/12/1999 - 12/04/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
07/28/1993 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 09/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Rorvik is the right advisor for you? Invested Better is here to help.
