Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Louise Ballin is a financial advisor with Perigon Wealth Management, LLC. Mary has been in the financial services industry since 1998, having previously worked at Charles Schwab & Co., Inc. Mary holds both a Series 65 and a Series 63 license, in addition to a Series 7, Series 9, and Series 10. Mary is a Certified Financial Planner, and she specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. She also provides advisory services to pension and profit sharing plans, corporations and charitable organizations. Mary has offices in both San Francisco and Walnut Creek.
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.
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
CA
06/16/2021 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
TX
05/26/1998 - 09/05/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 07/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mary Ballin is the right advisor for you? Invested Better is here to help.
