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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ewen has been a registered investment advisor since August 2014. Mary is currently registered with Cetera Investment Advisers LLC in Baton Rouge, Louisiana. Previously, Mary worked at Foresters Financial Services, Inc. in Baton Rouge, Louisiana. Mary has passed the Series 63, Series 65, Series 6, and SIE exams. She holds a FINRA registration and specializes in providing financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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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LA
01/26/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
08/14/2014 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (BATON ROUGE LA)
IA
Issued 10/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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