Unclaimed
Mary Louise Vannoni has been in the financial industry since 1987. Mary is a Certified Financial Planner who holds the Series 7, Series 24, Series 63 and Series 65 licenses. Mary currently works at Osaic Wealth, Inc. and is registered with FINRA and is a registered Investment Advisor in Arizona. Mary previously worked at SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., FFP SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Mary's current firm, Osaic Wealth, Inc., manages over $94 Billion in assets under management, has over 437,000 accounts, and has over 4000 employees. Osaic Wealth, Inc. offers financial planning, pension consulting, and investment management services to individuals, businesses, and investment companies. Mary is licensed in 28 states and the District of Columbia.
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
AZ
05/07/2024 - Present
Osaic Wealth, Inc. (CHANDLER AZ)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
02/08/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
12/06/1993 - 02/14/1994
FFP SECURITIES, INC. (CHESTERFIELD MO)
AZ
05/19/1992 - 12/06/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/01/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
01/22/1986 - 10/24/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 04/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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