Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Salas is a financial advisor with over 20 years of experience in the industry. Mary is currently registered with Avantax Advisory Services, and has held previous registrations with 1st Global Capital Corp., PRUCO Securities, LLC., and BANC ONE SECURITIES CORPORATION. Mary offers a variety of financial services, including financial planning, investment management, and retirement planning. Mary's expertise and experience make her a valuable resource for individuals and families seeking to achieve their financial goals.
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
CO
10/25/2019 - Present
Avantax Advisory Services (DENVER CO)
CO
06/11/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DENVER CO)
CO
04/14/2003 - 05/11/2009
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
IL
03/11/2002 - 02/27/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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