Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Mallison is a financial advisor with Avantax Investment Services, Inc. based in Culver City, CA. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 22 and 63 licenses. Mary has been in the industry since 1987 and has experience in providing investment advice to clients in a variety of areas.
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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CA
11/05/1987 - Present
Avantax Investment Services, Inc. (CULVER CITY CA)
BC
Issued 06/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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