Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lille Querbes is a registered representative with Voya Financial Advisors, Inc. based in Williamsville, NY. Mary has been in the industry since 2006. Mary has passed several exams including the Uniform Combined State Law Examination, the General Securities Principal Examination, and the General Securities Representative Examination. Mary has been registered with the state of New York since 2017 and is a licensed agent and an investment advisor representative. Mary provides advisory services to individuals, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/13/2021 - Present
Voya Financial Advisors, Inc. (WILLIAMSVILLE NY)
NY
01/03/2011 - 10/12/2015
VOYA FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
05/24/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (LATHAM NY)
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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