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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 Katherine Brimer is an investment advisor representative associated with Osaic Wealth, Inc. Mary Katherine is a veteran of the financial services industry, having worked in the field since January 6, 2005. She holds a variety of licenses and registrations, including Series 7, Series 63, and Series 65. Mary Katherine is also a Chartered Financial Consultant. She has worked with a variety of firms over the years, including The O.N. Equity Sales Company, Park Avenue Securities LLC, MML Investors Services, Inc. and Signator Investors, Inc. In addition to her role as an investment advisor representative, Mary Katherine is also an insurance agent. She is a member of the following professional organizations: [Add any professional organizations]. Mary Katherine has a proven track record of success in helping clients achieve their financial goals.
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.
1
2
RI
09/01/2023 - Present
Osaic Wealth, Inc. (WARWICK RI)
RI
11/15/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WARWICK RI)
RI
08/18/2011 - 11/16/2022
THE O.N. EQUITY SALES COMPANY (Saunderstown RI)
MA
06/23/2010 - 08/31/2011
PARK AVENUE SECURITIES LLC (DANVERS MA)
RI
04/10/2007 - 06/15/2010
MML INVESTORS SERVICES, INC. (PROVIDENCE RI)
RI
04/22/2005 - 04/11/2007
SIGNATOR INVESTORS, INC. (WARWICK RI)
NY
12/07/2004 - 03/28/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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