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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jo Cousineau is a financial advisor at Osaic Wealth, Inc. Mary Jo is a registered investment advisor representative with 6 years of experience in the financial services industry. Mary Jo has been associated with Osaic Wealth, Inc. since January 2024. Mary Jo is licensed to provide financial advice in Alaska, Colorado, Michigan, and Ohio. Mary Jo is also a registered investment advisor in Michigan. Mary Jo provides a wide range of financial services to individuals, families, and businesses. Mary Jo's services include financial planning, portfolio management, and retirement planning.
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.
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.
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MI
01/19/2024 - Present
Osaic Wealth, Inc. (ALPENA MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ALPENA MI)
MI
02/02/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ALPENA MI)
IA
Issued 06/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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