Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kathleen Newhouse is an active investment advisor representative with over 20 years of experience in the financial services industry. Mary is currently registered with Osaic Wealth, Inc., and has previously been affiliated with several other firms, including Woodbury Financial Services, Inc., and Kovack Securities Inc. Mary holds several professional licenses, including the Series 63, Series 65, and Series 7 licenses, along with the SIE. Mary is a highly experienced financial professional with a strong track record of success. Mary specializes in providing financial planning, portfolio management, and insurance services to individuals, families, businesses, and charitable organizations. Mary is a dedicated and experienced professional who is committed to helping her 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.
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2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (WINTER PARK FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
02/08/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (WINTER PARK FL)
FL
06/02/2017 - 02/08/2018
KOVACK SECURITIES INC. (Winter Park FL)
FL
07/02/2014 - 06/08/2017
CAPITAL GUARDIAN, LLC (WINTER PARK FL)
FL
08/19/2009 - 07/14/2014
MOORS & CABOT, INC. (WINTER PARK FL)
FL
11/14/2005 - 09/02/2009
JANNEY MONTGOMERY SCOTT LLC (ORLANDO FL)
FL
03/05/2002 - 10/26/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 04/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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