Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Jones is a financial advisor at Osaic Wealth, Inc. with over 14 years of experience in the financial services industry. Mary Elizabeth Jones is registered in Arkansas and Louisiana as an investment advisor representative. She is also a registered representative with FINRA. Mary Elizabeth Jones holds the Series 6, 7, 63, and 66 securities licenses. She also holds the SIE exam. Mary Elizabeth Jones has previously worked for several other firms, including Ceros Financial Services, Inc., John Hancock Investment Management Distributors LLC, Woodbury Financial Services, Inc., Capital One Investing, LLC, Provasi Capital Partners LP, Cetera Investment Services LLC, Sigma Financial Corporation, GWFS Equities, Inc., BBVA Compass Investment Solutions, Inc, Jackson National Life Distributors LLC, and Capital One Investment Services LLC. Mary Elizabeth Jones provides financial planning, pension consulting, educational seminars, and selection of other advisors. Mary Elizabeth Jones also manages portfolios for individuals and businesses.
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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2
LA
07/23/2024 - Present
Osaic Wealth, Inc. (Thibodaux LA)
MD
12/13/2022 - 06/14/2024
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MA
12/07/2021 - 08/29/2022
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
LA
07/11/2018 - 12/02/2021
WOODBURY FINANCIAL SERVICES, INC. (MONROE LA)
LA
06/01/2017 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MONROE LA)
TX
11/12/2015 - 12/01/2016
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
LA
02/03/2015 - 10/08/2015
CETERA INVESTMENT SERVICES LLC (Ruston LA)
LA
08/08/2014 - 01/26/2015
SIGMA FINANCIAL CORPORATION (West Monroe LA)
CO
04/05/2013 - 06/28/2014
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/26/2012 - 03/13/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DENVER CO)
CO
07/21/2011 - 09/19/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
LA
04/24/2009 - 07/12/2011
CAPITAL ONE INVESTMENT SERVICES LLC (MONROE LA)
BOTH
Issued 7/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 4/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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