Unclaimed
Mary Couture is a financial advisor with over 35 years of experience in the industry. Mary is currently registered with LPL Financial LLC and has several branch office locations in Massachusetts and Connecticut. Prior to joining LPL Financial, Mary worked at People's Securities, Inc., CHITTENDEN SECURITIES INC, PHOENIX EQUITY PLANNING CORPORATION, and John Hancock. Mary holds Series 6, 7, 9, 10, 22, 24, 63, and 65 licenses.
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
MA
08/17/2022 - Present
LPL Financial LLC (Holyoke MA)
MA
09/16/2009 - 08/17/2022
PEOPLE'S SECURITIES, INC. (Holyoke MA)
MA
08/09/2005 - 10/30/2009
CHITTENDEN SECURITIES, LLC. (SPRINGFIELD MA)
CT
03/17/1998 - 08/05/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
11/21/1995 - 03/11/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/21/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
01/28/1995 - 10/30/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/26/1986 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
10/10/1985 - 06/04/1986
CIGNA SECURITIES, INC.
IA
Issued 08/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/06/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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