Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Mccaslin Tinsley is a registered representative with LPL Financial LLC. Mary has been in the financial services industry since March 20, 2013. Mary is licensed to provide investment advice in several states, including Florida, Texas, and others. Mary holds the Series 7, Series 66, and SIE securities licenses. Mary previously worked for Edward Jones. Mary specializes in providing financial advice to individuals, families, and businesses. Mary offers a variety of financial services, including investment management, retirement planning, and college savings planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/29/2024 - Present
LPL Financial LLC (Fort Walton Beach FL)
FL
03/21/2013 - 05/01/2024
EDWARD JONES (SHALIMAR FL)
BOTH
Issued 04/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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