Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary R. Barakat is a financial advisor with over 20 years of experience in the financial services industry. Mary is currently registered with Avantax Advisory Services and has been with the firm since October 2019. Previously, Mary was registered with 1st Global Capital Corp. and H.D. Vest Investment Services. Mary is a Series 6, 7, 63, and 66 licensed representative. Mary is a specialist in financial planning, portfolio management, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
TX
11/13/2012 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
03/26/2012 - 11/07/2012
H.D. VEST INVESTMENT SERVICES (IRVING TX)
TX
05/31/2006 - 06/21/2010
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MA
11/29/2004 - 04/20/2006
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
TN
03/03/2003 - 10/26/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
TX
01/08/2001 - 01/27/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 10/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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