Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lyons is a financial professional with over 15 years of experience in the industry. Mary is currently registered with Oneamerica Securities, Inc. Mary has a broad range of experience in the industry and is able to provide financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Mary also provides selection of other advisors and portfolio management for businesses. Mary is licensed in several states including Arizona, California, Colorado, Florida, Hawaii, Idaho, Kansas, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Texas, and Washington. Mary has a solid track record of success in the financial services industry and is committed to providing her clients with personalized advice and guidance.
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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2
IN
06/27/2019 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
TX
10/10/2007 - 06/16/2008
PARK AVENUE SECURITIES LLC (DALLAS TX)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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