Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lynn Lees has been in the financial industry since 1993 and holds a Series 7, Series 63, and SIE license. Currently, Mary is registered with Cetera Advisor Networks LLC. Previously, Mary was registered with LPL Financial LLC, Invest Financial Corporation, Prudential Securities Incorporated, and Blunt Ellis & Loewi Incorporated. Mary Lynn has one approved state registration in Wisconsin.
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.
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.
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2
WI
01/11/2023 - Present
Cetera Advisor Networks LLC (MT PLEASANT WI)
WI
07/11/2013 - 01/25/2023
LPL FINANCIAL LLC (MOUNT PLEASANT WI)
WI
10/21/1996 - 12/14/2011
INVEST FINANCIAL CORPORATION (RACINE WI)
NY
04/20/1992 - 10/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/21/1987 - 05/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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