Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Goon is a financial advisor with IC Advisory Services, Inc. Mary has been in the industry since 1988. Mary has a series 66, series 63, series 7, and SIE licenses. Mary is registered in Florida, Illinois, Iowa, Kansas, Maryland, and Massachusetts. Mary is also an Investment Advisor Representative. Mary has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.
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.
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.
1
2
IL
02/03/2009 - Present
IC Advisory Services, Inc. (ROCK ISLAND IL)
IA
03/02/1998 - 01/21/2009
RBC CAPITAL MARKETS CORPORATION (DAVENPORT IA)
NA
05/01/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
09/01/1994 - 05/08/1996
BRENTON BROKERAGE SERVICES, INC. (PLYMOUTH MN)
MI
09/06/1990 - 09/15/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
DC
04/27/1990 - 05/23/1990
EWING CAPITAL, INC. (WASHINGTON DC)
MD
12/20/1988 - 07/10/1989
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
07/22/1987 - 01/09/1989
THOMAS JAMES ASSOCIATES, INC.
BOTH
Issued 09/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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