Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lillian Burrows is a financial advisor based in Lutherville, MD. Mary has been in the financial industry since March 1995 and is currently registered with Grove Point Advisors, LLC. Mary specializes in financial planning, pension consulting, and educational seminars. Mary also offers portfolio management services for both individuals and businesses. In addition to her work with Grove Point Advisors, LLC, Mary also works as President of Apple Investment Advisors, Inc.-Insurance. Mary is a licensed investment advisor representative in Maryland.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
12/05/2008 - 07/06/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HUNT VALLEY MD)
MD
01/01/2008 - 12/15/2008
WACHOVIA SECURITIES, LLC (HUNT VALLEY MD)
MD
01/28/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNT VALLEY MD)
NC
02/02/1998 - 02/10/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
12/02/1997 - 02/02/1998
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
03/28/1995 - 12/02/1997
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 09/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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