Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Mick is a financial advisor with Centaurus Financial, Inc. based in Williamsburg, Virginia. Mary has been a registered representative since 2014 and holds Series 6, 7, 63 and 65 licenses. Mary has experience in providing financial planning, portfolio management, and pension consulting to individuals, corporations, and high-net-worth clients. Mary Mick is dedicated to providing personalized financial advice and helping clients 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.
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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VA
02/23/2022 - Present
Centaurus Financial, Inc. (WILLIAMSBURG VA)
VA
10/07/2015 - 02/09/2022
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
VA
02/24/2014 - 09/11/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VIRGINIA BCH VA)
IA
Issued 02/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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