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 Sulick is a financial advisor with Avantax Advisory Services. Mary has been in the financial services industry since May 2002. Mary holds Series 6, 7, 63 and 66 licenses. Mary is also a Personal Financial Specialist. Mary has a long history of providing financial advice to individuals, families and businesses. Mary is dedicated to providing personalized financial advice to help clients achieve their financial goals. Mary has experience in financial planning, portfolio management, and investment advisory services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/01/2023 - Present
Avantax Advisory Services (IRVING TX)
MD
02/18/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Annapolis MD)
IN
05/23/2002 - 02/25/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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