Unclaimed
Mary R. Driscoll is a financial advisor with MML Investors Services, LLC. Mary holds the Series 7, 63, 24, 99TO and SIE licenses. Mary is a registered representative in the state of Iowa. Previously, Mary worked at CUNA Brokerage Services, INC. in Waverly, IA. Mary has been in the industry for 8 years.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
01/07/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
IA
03/05/2015 - 06/04/2021
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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