Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lynne Yoder is a financial advisor with over 35 years of experience in the financial services industry. Mary is currently registered with Osaic Wealth, Inc. and is located in Knoxville, TN. Mary has been a registered representative for Osaic Wealth, Inc. since 2024. Before joining Osaic Wealth, Inc. Mary worked at Securities America, Inc., Securities Service Network, LLC, Raymond James Financial Services, Inc., and others. Mary holds several licenses and registrations including Series 6, Series 26, and Series 63. Mary specializes in providing financial advice and services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
TN
06/14/2024 - Present
Osaic Wealth, Inc. (Knoxville TN)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Knoxville TN)
TN
03/19/2018 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
TN
05/26/2016 - 04/25/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAK RIDGE TN)
TN
10/05/2000 - 06/07/2016
SECURITIES AMERICA, INC. (OAK RIDGE TN)
NY
01/12/2000 - 10/06/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
08/06/1993 - 12/07/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
NJ
04/24/1987 - 04/22/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/24/1987 - 04/22/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
01/20/1987 - 03/03/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 10/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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