Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary pat? Claim Your ProfileMary Pat Kincaid is a financial professional with over 20 years of experience in the financial services industry. Mary Pat is registered with Cetera Investment Advisers LLC and is a Registered Representative of Cetera Advisor Networks LLC. Mary Pat has worked at various financial institutions including Hochman & Baker Securities, Inc., BANC One Securities Corporation and Cetera Financial Specialists LLC. Mary Pat has a Series 7, Series 63 and Series 65 license and is currently registered in 11 states including Alabama, Arizona, California, Florida, Illinois, Indiana, Kansas, Louisiana, North Carolina and Wisconsin. Mary Pat is a dedicated financial professional who is committed to providing her clients with personalized financial advice and guidance.
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.
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
09/14/2004 - Present
Cetera Investment Advisers LLC (MT PROSEPCT IL)
CT
07/16/2001 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IL
07/03/2000 - 07/30/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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