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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 Mizera is an investment advisor representative at Premier Financial Group Inc. Mary Katherine is a Series 65 licensed professional. Mary Katherine has been in the financial services industry since 2015 and has specialized in financial planning, pension consulting, and portfolio management for individuals. Mary Katherine has experience working with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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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CA
01/12/2024 - Present
Premier Financial Group Inc. (EUREKA CA)
IA
Issued 01/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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