Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Mayeux Ellington is a financial advisor at Avantax Advisory Services. Mary is based in Lafayette, LA and has been in the industry since April 2011. Mary has a Series 66 license as well as Series 7 and SIE licenses. Mary has worked with several other firms in the past including 1ST GLOBAL CAPITAL CORP, MORGAN KEEGAN & COMPANY, INC and KOLDER, CHAMPAGNE, SLAVEN & CO., LLC. Mary has a strong background in wealth management and helps clients with financial planning, portfolio management for businesses and individuals, and pension consulting. She is dedicated to providing clients with comprehensive financial advice 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
10/25/2019 - Present
Avantax Advisory Services (LAFAYETTE, LA, US LA)
LA
01/09/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LAFAYETTE LA)
LA
03/02/2011 - 11/30/2012
MORGAN KEEGAN & COMPANY, INC. (LAFAYETTE LA)
BOTH
Issued 06/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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