Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Stockton is a financial professional with over 25 years of experience in the industry. Mary is a Certified Financial Planner and Chartered Financial Consultant and has held licenses in multiple states. Mary currently works at Eagle Strategies LLC. Mary Stockton is registered with and offers investment products and services through Eagle Strategies LLC, a registered investment advisor. Mary provides financial planning services to individuals, high net worth individuals, corporations, charitable organizations, and insurance companies. Mary Stockton and Eagle Strategies LLC strive to provide the best possible financial services to clients.
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.
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MA
01/13/2014 - Present
Eagle Strategies LLC (WALTHAM MA)
BOTH
Issued 8/5/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 3/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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