Unclaimed
Mary Place is an investment advisor representative with Eagle Strategies LLC. Mary has been in the securities industry since September 24, 2004. Mary has a Series 6, 7TO, 63 and 66 license. Mary's current registration is active in Arizona, Iowa, Missouri, Nebraska and Washington. Mary provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, 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.
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.
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.
1
2
NE
10/20/2020 - Present
Eagle Strategies LLC (GRAND ISLAND NE)
BOTH
Issued 10/5/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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