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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 Lynn Gaudet is a financial advisor with Raymond James Financial Services Advisors, Inc. working in the Gilford, NH office. Mary Lynn has been in the industry for over 30 years, having started in 1992. Mary Lynn specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. In addition to providing financial planning, portfolio management, and other advisory services, Mary Lynn is also a registered investment advisor in New Hampshire. Mary Lynn is committed to providing her clients with the highest quality of service and helping them achieve 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (GILFORD NH)
NC
09/07/2000 - 08/18/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
FL
01/04/1999 - 09/08/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
02/04/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
05/28/1992 - 02/04/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 03/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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