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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Louise Petrucci is an active Registered Representative and Investment Advisor Representative in the state of Pennsylvania. Mary Louise Petrucci is a Registered Representative with Trustmont Advisory Group, Inc., which is headquartered in Greensburg, Pennsylvania. Mary Louise Petrucci has over 24 years of experience in the securities industry and has passed the Series 6, 7, 24, 26, 63, and 65 exams. Mary Louise Petrucci offers financial planning, pension consulting and investment management services to individuals and corporations.
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.
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2
PA
09/30/2002 - Present
Trustmont Advisory Group, Inc. (CONFLUENCE PA)
GA
02/10/1998 - 12/02/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/13/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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