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 Troxell has been providing financial services since 1988. Mary is currently registered as an Investment Advisor Representative with Turning Point Financial. Mary has experience in the financial services industry and holds the Series 6, 7, 63, 65, 99TO, and SIE licenses. Mary is licensed in both Maryland and Texas. Turning Point Financial has 14 employees, including 13 Investment Advisor Representatives and 8 licensed agents. The firm primarily works with individuals and charitable organizations. Mary is actively involved in the community and is passionate about providing financial guidance to clients.
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.
Helps you choose top advisors aligned with your financial goals.
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
MD
03/20/2023 - Present
Turning Point Financial (FREDERICK MD)
MD
07/15/2019 - 01/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Frederick MD)
MD
01/17/2013 - 07/23/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (FREDERICK MD)
MD
09/14/2005 - 02/01/2013
PLANMEMBER SECURITIES CORPORATION (FREDERICK MD)
WI
08/08/2003 - 09/14/2005
SII INVESTMENTS, INC. (APPLETON WI)
MD
07/15/1988 - 08/11/2003
THE HOUSE OF SECURITIES COMPANY (FREDERICK MD)
IA
Issued 04/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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