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 James is a financial advisor with over 28 years of experience in the financial services industry. She is currently registered with Colomb Investment Management Company, LLC in Ocala, FL. Mary Louise has a wide range of experience working with individual clients and businesses to provide comprehensive financial planning and investment management services. She is committed to providing personalized, client-centered advice that helps individuals and families reach their financial goals.
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.
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.
Referral fees, asset based consulting fees
1
2
FL
06/22/2023 - Present
Colomb Investment Management Company, LLC (Ocala FL)
FL
11/10/2004 - 08/02/2017
PARK AVENUE SECURITIES LLC (OCALA FL)
NE
02/16/1998 - 10/29/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
08/06/1993 - 03/10/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
07/01/1985 - 02/24/1987
MONARCH SECURITIES, INC.
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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