Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Patton Gilmer is a financial advisor in Brentwood, Tennessee. Mary is associated with SageSpring Wealth Partners. Mary holds the Series 63, Series 7TO, and SIE licenses. Mary has been working in the financial services industry for more than 7 years. Mary has previous experience working with Edward Jones, Southwestern Investment Group, Warren Averett Asset Management, and Raymond James Financial Services. Mary has a focus on financial planning and portfolio management. Mary is a Certified Financial Planner.
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.
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.
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2
TN
12/02/2021 - Present
Sagespring Wealth Partners (Brentwood TN)
BC
Issued 05/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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