Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kathryn Margolis is a financial advisor with over 30 years of experience in the industry. Mary Kathryn is a Certified Financial Planner™ professional and currently registered with MBR Financial. Prior to joining MBR Financial, Mary Kathryn was registered with PURSHE KAPLAN STERLING INVESTMENTS, FSC SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., and CIGNA FINANCIAL ADVISORS,INC.. Mary Kathryn is a registered investment advisor in Texas. Mary Kathryn has experience working with high net worth individuals, individuals other than high net worth, and insurance companies. Mary Kathryn offers financial planning, selection of other advisers, and portfolio management for individuals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
07/29/2013 - Present
MBR Financial (HOUSTON TX)
TX
09/27/2013 - 08/29/2014
PURSHE KAPLAN STERLING INVESTMENTS (HOUSTON TX)
TX
03/31/2003 - 10/01/2013
FSC SECURITIES CORPORATION (HOUSTON TX)
AZ
06/13/1996 - 07/24/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
PA
01/30/1992 - 06/07/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mary Margolis is the right advisor for you? Invested Better is here to help.
