Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary kay? Claim Your ProfileMary Kay McGovern Zoulek is a financial advisor with Edward Jones. Mary Kay has been in the financial industry for almost 20 years, and holds licenses and certifications in multiple states. Mary Kay's experience includes working with Massachusetts Mutual Life Insurance Company, MML Distributors LLC, and Princor Financial Services Corporation. Mary Kay is dedicated to providing personalized financial advice to individuals, families, and businesses.
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.
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.
See schedule d - miscellaneous
1
2
MI
12/18/2018 - Present
Edward Jones (WYOMING MI)
MA
04/02/2014 - 03/06/2015
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
08/17/2006 - 12/23/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MI
04/30/2004 - 07/10/2006
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND RAPIDS MI)
IA
09/21/2000 - 07/31/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 03/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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