Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Robertson is a registered Investment Advisor Representative with Synergy Asset Management, LLC. Mary has been working in the financial industry since 2012, and earned the Series 65 license in 2022. Mary is located in Vancouver, WA and provides portfolio management for individuals, investment companies and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Signal provider; sub-adviser
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
08/08/2022 - Present
Synergy Asset Management, LLC (VANCOUVER WA)
IA
Issued 08/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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